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

Centricity 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 		$154K Buy
1,830
+1,150
+169% +$92.5K 0.12% 90
2025
Q1 		$55.9K Hold
680
– – 0.05% 158
2024
Q4 		$53.7K Buy
+680
New +$55.8K 0.05% 162

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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 $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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Centricity Wealth Management increased its iShares Russell Top 200 Value ETF (IWX) stake by 169% in Q2 2025, buying an estimated $92.5K and bringing the position to 1,830 shares worth $154K. The position accounts for 0.12% of the portfolio, ranked #90.

Centricity Wealth Management first reported a position in IWX in Q4 2024 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold IWX as of Q2 2025.

  • Centricity Wealth Management held 1,830 shares of iShares Russell Top 200 Value ETF worth $154K as of Q2 2025.
  • Centricity Wealth Management bought 1,150 iShares Russell Top 200 Value ETF shares in Q2 2025, an estimated $92.5K.
  • iShares Russell Top 200 Value ETF made up 0.12% of Centricity Wealth Management's portfolio in Q2 2025, its #90 holding.
  • Centricity Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.