Affinity Capital Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Affinity Capital 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
2025 Q3	–	Sell	-4,628	Closed	-$390K	–	161
2025 Q2	$390K	Buy	4,628 +24	+0.5%	+$1.93K	0.07%	112
2025 Q1	$356K	Buy	4,604 +1,290	+39%	+$106K	0.07%	108
2024 Q4	$264K	Buy	3,314 +192	+6%	+$15.7K	0.05%	133
2024 Q3	$254K	Sell	3,122 -180	-5%	-$14K	0.05%	135
2024 Q2	$247K	Buy	3,302 +566	+21%	+$42.3K	0.05%	133
2024 Q1	$209K	Buy	+2,736	New	+$198K	0.05%	145

Other funds holding IWX

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

FCAM

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

FCIS

First Citizens Investor Services Raleigh, North Carolina $262M AUM

RPSA

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

Affinity Capital Advisors's IWX Position: Q3 2025 in Review

Affinity Capital Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2025, closing a stake of 4,628 shares — an estimated $390K sold.

Affinity Capital Advisors first reported a position in IWX in Q1 2024 and held it in 6 quarters. The position peaked at $390K in Q2 2025. 212 funds tracked by Wall St. Rank hold IWX as of Q3 2025.

Affinity Capital Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2025 after selling out during the quarter.
Affinity Capital Advisors sold 4,628 iShares Russell Top 200 Value ETF shares in Q3 2025, an estimated $390K.
Affinity Capital Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2024 and held it in 6 quarters.
Affinity Capital Advisors's iShares Russell Top 200 Value ETF position peaked at $390K in Q2 2025.
212 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2025.

Based on Affinity Capital Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.