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

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

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. 267 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.
267 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.