Creative Financial Designs’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Creative Financial Designs’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 Q1	$6.21K	Buy	+67	New	+$6.37K	﹤0.01%	1533

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B 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 $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Creative Financial Designs's IWX Position: Q1 2026 in Review

Creative Financial Designs opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q1 2026: 67 shares worth $6.21K. The stake represents ﹤0.01% of the portfolio and ranks #1533 among its holdings.

253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Creative Financial Designs held 67 shares of iShares Russell Top 200 Value ETF worth $6.21K as of Q1 2026.
iShares Russell Top 200 Value ETF was a new Creative Financial Designs position in Q1 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1533 holding.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.