Cerity Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Cerity Partners’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	$278K	Hold	2,641	–	–	﹤0.01%	2849
2026 Q1	$245K	Sell	2,641 -460	-15%	-$43.8K	﹤0.01%	2753
2025 Q4	$285K	Buy	3,101 +460	+17%	+$41.3K	﹤0.01%	2441
2025 Q3	$232K	Hold	2,641	–	–	﹤0.01%	2426
2025 Q2	$222K	Hold	2,641	–	–	﹤0.01%	2297
2025 Q1	$217K	Hold	2,641	–	–	﹤0.01%	2178
2024 Q4	$209K	Hold	2,641	–	–	﹤0.01%	2222
2024 Q3	$215K	Buy	+2,641	New	+$206K	﹤0.01%	2273
2024 Q2	–	Sell	-2,629	Closed	-$201K	–	2311
2024 Q1	$201K	Buy	+2,629	New	+$190K	﹤0.01%	2113

Other funds holding IWX

TCIIS

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

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 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 Los Angeles, California $36.8B AUM 26.6% 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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cerity Partners's IWX Position: Q2 2026 in Review

Cerity Partners held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 2,641 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2849.

Cerity Partners first reported a position in IWX in Q1 2024 and has held it in 9 quarters since. The position peaked at $285K in Q4 2025. 257 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Cerity Partners held 2,641 shares of iShares Russell Top 200 Value ETF worth $278K as of Q2 2026.
Cerity Partners left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2849 holding.
Cerity Partners first reported a position in iShares Russell Top 200 Value ETF in Q1 2024 and has held it in 9 quarters since.
Cerity Partners's iShares Russell Top 200 Value ETF position peaked at $285K in Q4 2025.
257 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.