Country Club Bank’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Country Club Bank’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
2025 Q3	$1.6M	Sell	18,226 -1,770	-9%	-$152K	0.09%	180
2025 Q2	$1.68M	Sell	19,996 -842	-4%	-$67.8K	0.11%	168
2025 Q1	$1.7M	Buy	20,838 +45	+0.2%	+$3.7K	0.11%	155
2024 Q4	$1.64M	Sell	20,793 -265	-1%	-$21.7K	0.11%	159
2024 Q3	$1.71M	Sell	21,058 -595	-3%	-$46.4K	0.11%	158
2024 Q2	$1.62M	Buy	21,653 +6,568	+44%	+$491K	0.11%	157
2024 Q1	$1.15M	Sell	15,085 -30	-0.2%	-$2.17K	0.08%	189
2023 Q4	$1.06M	Hold	15,115	–	–	0.08%	187
2023 Q3	$994K	Hold	15,115	–	–	0.08%	186
2023 Q2	$1.01M	Hold	15,115	–	–	0.08%	182
2023 Q1	$973K	Sell	15,115 -210	-1%	-$13.8K	0.08%	179
2022 Q4	$996K	Sell	15,325 -550	-3%	-$35.1K	0.09%	170
2022 Q3	$928K	Buy	15,875 +550	+4%	+$35K	0.09%	166
2022 Q2	$952K	Sell	15,325 -255	-2%	-$16.8K	0.09%	164
2022 Q1	$1.1M	Buy	+15,580	New	+$1.08M	0.1%	153

Other funds holding IWX

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

FCIS

First Citizens Investor Services Raleigh, North Carolina $262M AUM

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Country Club Bank's IWX Position: Q3 2025 in Review

Country Club Bank reduced its iShares Russell Top 200 Value ETF (IWX) stake by 8.9% in Q3 2025, selling an estimated $152K and leaving 18,226 shares worth $1.6M. The position accounts for 0.09% of the portfolio, ranked #180.

Country Club Bank first reported a position in IWX in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.71M in Q3 2024. 211 funds tracked by Wall St. Rank hold IWX as of Q3 2025.

Country Club Bank held 18,226 shares of iShares Russell Top 200 Value ETF worth $1.6M as of Q3 2025.
Country Club Bank sold 1,770 iShares Russell Top 200 Value ETF shares in Q3 2025, an estimated $152K.
iShares Russell Top 200 Value ETF made up 0.09% of Country Club Bank's portfolio in Q3 2025, its #180 holding.
Country Club Bank first reported a position in iShares Russell Top 200 Value ETF in Q1 2022 and has held it in 15 quarters since.
Country Club Bank's iShares Russell Top 200 Value ETF position peaked at $1.71M in Q3 2024.
211 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.