WBH Advisory’s iShares Russell Top 200 Value ETF IWX Stock Holding History

WBH Advisory’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,263	Closed	-$208K	–	358
2025 Q4	$208K	Buy	+2,263	New	+$203K	0.02%	336
2025 Q3	–	Sell	-2,854	Closed	-$240K	–	350
2025 Q2	$240K	Sell	2,854 -1,694	-37%	-$136K	0.02%	311
2025 Q1	$374K	Hold	4,548	–	–	0.03%	244
2024 Q4	$359K	Sell	4,548 -19	-0.4%	-$1.56K	0.03%	245
2024 Q3	$371K	Sell	4,567 -37	-0.8%	-$2.89K	0.04%	242
2024 Q2	$344K	Sell	4,604 -299	-6%	-$22.4K	0.03%	249
2024 Q1	$374K	Sell	4,903 -1	-0%	-$72	0.04%	241
2023 Q4	$344K	Buy	4,904 +902	+23%	+$59.8K	0.04%	246
2023 Q3	$262K	Buy	4,002 +63	+2%	+$4.28K	0.03%	262
2023 Q2	$266K	Sell	3,939 -34	-0.9%	-$2.24K	0.03%	265
2023 Q1	$259K	Buy	+3,973	New	+$261K	0.03%	267
2022 Q3	$253K	Buy	4,381 +450	+11%	+$28.6K	0.04%	254
2022 Q2	$245K	Hold	3,931	–	–	0.03%	276
2022 Q1	$267K	Hold	3,931	–	–	0.03%	274
2021 Q4	$275K	Hold	3,931	–	–	0.03%	277
2021 Q3	$258K	Hold	3,931	–	–	0.03%	261
2021 Q2	$263K	Hold	3,931	–	–	0.04%	239
2021 Q1	$250K	Hold	3,931	–	–	0.04%	242
2020 Q4	$235K	Hold	3,931	–	–	0.04%	240
2020 Q3	$201K	Buy	+3,931	New	+$202K	0.04%	241
2020 Q1	–	Sell	-4,952	Closed	-$289K	–	229
2019 Q4	$289K	Hold	4,952	–	–	0.06%	208
2019 Q3	$271K	Hold	4,952	–	–	0.06%	208
2019 Q2	$267K	Hold	4,952	–	–	0.06%	206
2019 Q1	$260K	Hold	4,952	–	–	0.06%	207
2018 Q4	$236	Hold	4,952	–	–	0.06%	212
2018 Q3	$264K	Hold	4,952	–	–	0.06%	216
2018 Q2	$252K	Hold	4,952	–	–	0.07%	206
2018 Q1	$249K	Hold	4,952	–	–	0.07%	204
2017 Q4	$259K	Hold	4,952	–	–	0.07%	198
2017 Q3	$247K	Hold	4,952	–	–	0.07%	200
2017 Q2	$242K	Sell	4,952 -3,531	-42%	-$170K	0.07%	203
2017 Q1	$408K	Hold	8,483	–	–	0.12%	152
2016 Q4	$398K	Hold	8,483	–	–	0.13%	153
2016 Q3	$374K	Hold	8,483	–	–	0.13%	154
2016 Q2	$367K	Hold	8,483	–	–	0.14%	138
2016 Q1	$353K	Hold	8,483	–	–	0.12%	142
2015 Q4	$353	Buy	+8,483	New	+$357K	0.12%	143

Other funds holding IWX

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return