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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
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% +$9.68K ﹤0.01% 1412
2024
Q3 		$19.7K Buy
+243
New +$19K ﹤0.01% 1558

Other funds holding IWX

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
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CoreCap Advisors's IWX Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.36% in Q2 2026, buying an estimated $506 and bringing the position to 1,390 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

CoreCap Advisors first reported a position in IWX in Q3 2024 and has held it in 8 quarters since. 39 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • CoreCap Advisors held 1,390 shares of iShares Russell Top 200 Value ETF worth $146K as of Q2 2026.
  • CoreCap Advisors bought 5 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $506.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #974 holding.
  • CoreCap Advisors first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.