CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

CAPTRUST Financial 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 		$1.03M Buy
9,783
+2,236
+30% +$226K ﹤0.01% 1728
2026
Q1 		$699K Buy
7,547
+46
+0.6% +$4.38K ﹤0.01% 1809
2025
Q4 		$689K Hold
7,501
– – ﹤0.01% 1714
2025
Q3 		$659K Sell
7,501
-190
-2% -$16.3K ﹤0.01% 1656
2025
Q2 		$648K Hold
7,691
– – ﹤0.01% 1574
2025
Q1 		$632K Buy
7,691
+1,342
+21% +$110K ﹤0.01% 1512
2024
Q4 		$502K Buy
6,349
+750
+13% +$61.5K ﹤0.01% 1599
2024
Q3 		$455K Buy
5,599
+376
+7% +$29.3K ﹤0.01% 1626
2024
Q2 		$391K Buy
5,223
+764
+17% +$57.2K ﹤0.01% 1640
2024
Q1 		$340K Sell
4,459
-31,349
-88% -$2.27M ﹤0.01% 1704
2023
Q4 		$2.51M Buy
35,808
+19,321
+117% +$1.28M 0.01% 819
2023
Q3 		$1.08M Buy
16,487
+12,028
+270% +$816K ﹤0.01% 1169
2023
Q2 		$301K Sell
4,459
-653
-13% -$42.9K ﹤0.01% 1979
2023
Q1 		$333K Buy
+5,112
New +$335K ﹤0.01% 1673
2020
Q3 		– Sell
-1,957
Closed -$96K – 3143
2020
Q2 		$96K Buy
1,957
+12
+0.6% +$579 ﹤0.01% 1362
2020
Q1 		$82K Buy
+1,945
New +$105K ﹤0.01% 1208
2019
Q4 		– Sell
-1,914
Closed -$105K – 1403
2019
Q3 		$105K Buy
1,914
+13
+0.7% +$706 ﹤0.01% 764
2019
Q2 		$103K Buy
1,901
+12
+0.6% +$640 ﹤0.01% 756
2019
Q1 		$99K Buy
1,889
+10
+0.5% +$512 ﹤0.01% 705
2018
Q4 		$90K Buy
1,879
+24
+1% +$1.23K ﹤0.01% 619
2018
Q3 		$100K Buy
1,855
+12
+0.7% +$634 ﹤0.01% 596
2018
Q2 		$94K Hold
1,843
– – 0.01% 530
2018
Q1 		$91K Buy
1,843
+10
+0.5% +$527 0.01% 472
2017
Q4 		$96K Hold
1,833
– – 0.01% 453
2017
Q3 		$94K Buy
1,833
+31
+2% +$1.52K 0.01% 252
2017
Q2 		$88K Buy
+1,802
New +$87K 0.01% 156

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
Envestnet Asset Management
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
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

CAPTRUST Financial Advisors's IWX Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 30% in Q2 2026, buying an estimated $226K and bringing the position to 9,783 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

CAPTRUST Financial Advisors first reported a position in IWX in Q2 2017 and has held it in 26 quarters since. The position peaked at $2.51M in Q4 2023. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • CAPTRUST Financial Advisors held 9,783 shares of iShares Russell Top 200 Value ETF worth $1.03M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,236 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $226K.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1728 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2017 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's iShares Russell Top 200 Value ETF position peaked at $2.51M in Q4 2023.
  • 267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.