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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
Q2 		– Sell
-67
Closed -$6.21K – 2303
2026
Q1 		$6.21K Buy
+67
New +$6.37K ﹤0.01% 1533

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
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

Creative Financial Designs's IWX Position: Q2 2026 in Review

Creative Financial Designs sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 67 shares — an estimated $6.21K sold.

Creative Financial Designs first reported a position in IWX in Q1 2026 and held it in 1 quarter. The position peaked at $6.21K in Q1 2026. 270 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Creative Financial Designs reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Creative Financial Designs sold 67 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $6.21K.
  • Creative Financial Designs first reported a position in iShares Russell Top 200 Value ETF in Q1 2026 and held it in 1 quarter.
  • Creative Financial Designs's iShares Russell Top 200 Value ETF position peaked at $6.21K in Q1 2026.
  • 270 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.