World Investment Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

World Investment Advisors’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 Q2	$2.82M	Sell	27,684 -9,457	-25%	-$957K	0.05%	393
2026 Q1	$3.44M	Sell	37,141 -937	-2%	-$89.1K	0.06%	347
2025 Q4	$3.5M	Buy	+38,078	New	+$3.42M	0.06%	336
2025 Q2	–	Sell	-3,153	Closed	-$259K	–	1168
2025 Q1	$259K	Buy	+3,153	New	+$259K	0.01%	922
2024 Q4	–	Sell	-4,291	Closed	-$349K	–	1026
2024 Q3	$349K	Buy	+4,291	New	+$335K	0.01%	688

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

World Investment Advisors's IWX Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 25% in Q2 2026, selling an estimated $957K and leaving 27,684 shares worth $2.82M. The position accounts for 0.05% of the portfolio, ranked #393.

World Investment Advisors first reported a position in IWX in Q3 2024 and has held it in 5 quarters since. The position peaked at $3.5M in Q4 2025. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

World Investment Advisors held 27,684 shares of iShares Russell Top 200 Value ETF worth $2.82M as of Q2 2026.
World Investment Advisors sold 9,457 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $957K.
iShares Russell Top 200 Value ETF made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #393 holding.
World Investment Advisors first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 5 quarters since.
World Investment Advisors's iShares Russell Top 200 Value ETF position peaked at $3.5M in Q4 2025.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.