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

Aptus 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
2026 Q2	$166K	Buy	1,578 +1,550	+5,536%	+$157K	﹤0.01%	1158
2026 Q1	$2.6K	Hold	28	–	–	﹤0.01%	1609
2025 Q4	$2.57K	Hold	28	–	–	﹤0.01%	1599
2025 Q3	$2.46K	Sell	28 -30	-52%	-$2.57K	﹤0.01%	1531
2025 Q2	$4.89K	Buy	58 +30	+107%	+$2.41K	﹤0.01%	1423
2025 Q1	$2.3K	Sell	28 -65	-70%	-$5.35K	﹤0.01%	1376
2024 Q4	$7.35K	Buy	+93	New	+$7.63K	﹤0.01%	1306

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

Aptus Capital Advisors's IWX Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 5,536% in Q2 2026, buying an estimated $157K and bringing the position to 1,578 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Aptus Capital Advisors first reported a position in IWX in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Aptus Capital Advisors held 1,578 shares of iShares Russell Top 200 Value ETF worth $166K as of Q2 2026.
Aptus Capital Advisors bought 1,550 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $157K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1158 holding.
Aptus Capital Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 7 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.