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

Capital A 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
-546
Closed -$44.9K – 646
2025
Q1 		$44.9K Sell
546
-184
-25% -$15.1K 0.05% 156
2024
Q4 		$57.7K Buy
+730
New +$59.9K 0.1% 148

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 $4.48B AUM 24.77% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Capital A Wealth Management's IWX Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2025, closing a stake of 546 shares — an estimated $44.9K sold.

Capital A Wealth Management first reported a position in IWX in Q4 2024 and held it in 2 quarters. The position peaked at $57.7K in Q4 2024. 206 funds tracked by Wall St. Rank hold IWX as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 546 iShares Russell Top 200 Value ETF shares in Q2 2025, an estimated $44.9K.
  • Capital A Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares Russell Top 200 Value ETF position peaked at $57.7K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.