Atomi Financial Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Atomi Financial Group’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	$4.6M	Sell	43,758 -3,260	-7%	-$330K	0.12%	142
2026 Q1	$4.36M	Buy	47,018 +38,725	+467%	+$3.68M	0.13%	131
2025 Q4	$762K	Buy	+8,293	New	+$744K	0.02%	505
2025 Q2	–	Sell	-5,878	Closed	-$483K	–	1151
2025 Q1	$483K	Buy	+5,878	New	+$484K	0.02%	550
2024 Q4	–	Sell	-7,863	Closed	-$639K	–	1000
2024 Q3	$639K	Buy	+7,863	New	+$614K	0.04%	368

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

Atomi Financial Group's IWX Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Russell Top 200 Value ETF (IWX) stake by 6.9% in Q2 2026, selling an estimated $330K and leaving 43,758 shares worth $4.6M. The position accounts for 0.12% of the portfolio, ranked #142.

Atomi Financial Group first reported a position in IWX in Q3 2024 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Atomi Financial Group held 43,758 shares of iShares Russell Top 200 Value ETF worth $4.6M as of Q2 2026.
Atomi Financial Group sold 3,260 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $330K.
iShares Russell Top 200 Value ETF made up 0.12% of Atomi Financial Group's portfolio in Q2 2026, its #142 holding.
Atomi Financial Group first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 5 quarters since.
269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.