Clearstead Trust’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Clearstead Trust’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	$10.8K	Hold	103	–	–	﹤0.01%	604
2026 Q1	$9.55K	Hold	103	–	–	﹤0.01%	593
2025 Q4	$9.46K	Hold	103	–	–	﹤0.01%	603
2025 Q3	$9.05K	Hold	103	–	–	﹤0.01%	605
2025 Q2	$8.67K	Buy	+103	New	+$8.29K	﹤0.01%	623

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

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

Clearstead Trust's IWX Position: Q2 2026 in Review

Clearstead Trust held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 103 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Clearstead Trust first reported a position in IWX in Q2 2025 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Clearstead Trust held 103 shares of iShares Russell Top 200 Value ETF worth $10.8K as of Q2 2026.
Clearstead Trust 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 Clearstead Trust's portfolio in Q2 2026, its #604 holding.
Clearstead Trust first reported a position in iShares Russell Top 200 Value ETF in Q2 2025 and has held it in 5 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.