Cape Investment Advisory’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Cape Investment Advisory’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	$11.8K	Buy	+112	New	+$11.3K	﹤0.01%	822
2026 Q1	–	Sell	-127	Closed	-$11.7K	–	708
2025 Q4	$11.7K	Buy	+127	New	+$11.4K	﹤0.01%	721
2025 Q2	–	Sell	-45	Closed	-$3.7K	–	1212
2025 Q1	$3.7K	Buy	+45	New	+$3.7K	﹤0.01%	816
2024 Q4	–	Sell	-77	Closed	-$6.26K	–	1152
2024 Q3	$6.26K	Buy	+77	New	+$6.01K	﹤0.01%	658

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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 22.9% 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

Cape Investment Advisory's IWX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 112 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IWX as recently as Q4 2025.

Cape Investment Advisory first reported a position in IWX in Q3 2024 and has held it in 4 quarters since. 270 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Cape Investment Advisory held 112 shares of iShares Russell Top 200 Value ETF worth $11.8K as of Q2 2026.
iShares Russell Top 200 Value ETF was a new Cape Investment Advisory position in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #822 holding.
Cape Investment Advisory first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 4 quarters since.
270 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.