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Compass Financial Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Compass Financial 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
2026
Q2 		$876K Buy
+7,812
New +$791K 0.11% 196

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
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

Compass Financial Management's IWX Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 7,812 shares worth $876K. The stake represents 0.11% of the portfolio and ranks #196 among its holdings.

257 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Compass Financial Management held 7,812 shares of iShares Russell Top 200 Value ETF worth $876K as of Q2 2026.
  • iShares Russell Top 200 Value ETF was a new Compass Financial Management position in Q2 2026.
  • iShares Russell Top 200 Value ETF made up 0.11% of Compass Financial Management's portfolio in Q2 2026, its #196 holding.
  • 257 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.