CoreCap Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

CoreCap Advisors’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 Q3	$156K	Buy	1,421 +31	+2%	+$3.43K	﹤0.01%	939
2026 Q2	$146K	Buy	1,390 +5	+0.4%	+$506	﹤0.01%	974
2026 Q1	$128K	Buy	1,385 +353	+34%	+$33.6K	﹤0.01%	948
2025 Q4	$94.8K	Buy	1,032 +494	+92%	+$44.3K	﹤0.01%	1052
2025 Q3	$47.3K	Buy	538 +356	+196%	+$30.5K	﹤0.01%	1346
2025 Q2	$15.3K	Sell	182 -619	-77%	-$49.8K	﹤0.01%	1703
2025 Q1	$65.8K	Buy	801 +440	+122%	+$36.2K	﹤0.01%	1048
2024 Q4	$28.5K	Buy	361 +118	+49%	+$9.7K	﹤0.01%	1412
2024 Q3	$19.7K	Buy	+243	New	+$19K	﹤0.01%	1558

Other funds holding IWX

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Legacy Advisory Services Exton, Pennsylvania $139M AUM 9.89% 1-Year Est. Return

CoreCap Advisors's IWX Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 2.2% in Q3 2026, buying an estimated $3.43K and bringing the position to 1,421 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

CoreCap Advisors first reported a position in IWX in Q3 2024 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

CoreCap Advisors held 1,421 shares of iShares Russell Top 200 Value ETF worth $156K as of Q3 2026.
CoreCap Advisors bought 31 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $3.43K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #939 holding.
CoreCap Advisors first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 9 quarters since.
58 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.