Colonial River Investments’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Colonial River Investments’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	–	Sell	-2,220	Closed	-$206K	–	259
2026 Q1	$206K	Buy	+2,220	New	+$211K	0.07%	222
2025 Q2	–	Sell	-6,280	Closed	-$516K	–	234
2025 Q1	$516K	Buy	+6,280	New	+$517K	0.28%	81
2024 Q4	–	Sell	-20,199	Closed	-$1.64M	–	222
2024 Q3	$1.64M	Buy	+20,199	New	+$1.58M	0.81%	35

Other funds holding IWX

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

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

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Colonial River Investments's IWX Position: Q2 2026 in Review

Colonial River Investments sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 2,220 shares — an estimated $206K sold.

Colonial River Investments first reported a position in IWX in Q3 2024 and held it in 3 quarters. The position peaked at $1.64M in Q3 2024. 100 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Colonial River Investments reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
Colonial River Investments sold 2,220 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $206K.
Colonial River Investments first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and held it in 3 quarters.
Colonial River Investments's iShares Russell Top 200 Value ETF position peaked at $1.64M in Q3 2024.
100 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.