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Axxcess Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Axxcess Wealth Management’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
Q2 		– Sell
-5,184
Closed -$426K – 908
2025
Q1 		$426K Buy
+5,184
New +$426K 0.01% 595
2024
Q4 		– Sell
-20,114
Closed -$1.63M – 899
2024
Q3 		$1.63M Buy
+20,114
New +$1.57M 0.04% 306

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
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 $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Axxcess Wealth Management's IWX Position: Q2 2025 in Review

Axxcess Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2025, closing a stake of 5,184 shares — an estimated $426K sold.

Axxcess Wealth Management first reported a position in IWX in Q3 2024 and held it in 2 quarters. The position peaked at $1.63M in Q3 2024. 206 funds tracked by Wall St. Rank hold IWX as of Q2 2025.

  • Axxcess Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,184 iShares Russell Top 200 Value ETF shares in Q2 2025, an estimated $426K.
  • Axxcess Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's iShares Russell Top 200 Value ETF position peaked at $1.63M in Q3 2024.
  • 206 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.