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 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

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

AlphaCore Capital's IWX Position: Q2 2026 in Review

AlphaCore Capital increased its iShares Russell Top 200 Value ETF (IWX) stake by 41% in Q2 2026, buying an estimated $56.2K and bringing the position to 1,913 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

AlphaCore Capital first reported a position in IWX in Q1 2025 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

AlphaCore Capital held 1,913 shares of iShares Russell Top 200 Value ETF worth $201K as of Q2 2026.
AlphaCore Capital bought 555 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $56.2K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1107 holding.
AlphaCore Capital first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 6 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.