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

AlphaCore Capital’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 Q3	$29.6K	Sell	270 -1,643	-86%	-$182K	﹤0.01%	1557
2026 Q2	$201K	Buy	1,913 +555	+41%	+$56.2K	﹤0.01%	1107
2026 Q1	$126K	Buy	1,358 +1,088	+403%	+$104K	﹤0.01%	896
2025 Q4	$24.8K	Hold	270	–	–	﹤0.01%	1234
2025 Q3	$23.7K	Hold	270	–	–	﹤0.01%	937
2025 Q2	$22.7K	Hold	270	–	–	﹤0.01%	901
2025 Q1	$22.2K	Buy	+270	New	+$22.2K	﹤0.01%	650

Other funds holding IWX

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.17% 1-Year Est. Return

AlphaCore Capital's IWX Position: Q3 2026 in Review

AlphaCore Capital reduced its iShares Russell Top 200 Value ETF (IWX) stake by 86% in Q3 2026, selling an estimated $182K and leaving 270 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

AlphaCore Capital first reported a position in IWX in Q1 2025 and has held it in 7 quarters since. The position peaked at $201K in Q2 2026. 157 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

AlphaCore Capital held 270 shares of iShares Russell Top 200 Value ETF worth $29.6K as of Q3 2026.
AlphaCore Capital sold 1,643 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $182K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1557 holding.
AlphaCore Capital first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 7 quarters since.
AlphaCore Capital's iShares Russell Top 200 Value ETF position peaked at $201K in Q2 2026.
157 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.