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CreativeOne Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History

CreativeOne Wealth’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 		$315K Sell
3,395
-119
-3% -$11.3K 0.01% 964
2025
Q4 		$323K Buy
3,514
+124
+4% +$11.1K 0.01% 923
2025
Q3 		$298K Buy
3,390
+158
+5% +$13.6K 0.01% 954
2025
Q2 		$272K Sell
3,232
-2,062
-39% -$166K 0.01% 960
2025
Q1 		$435K Buy
5,294
+2,023
+62% +$166K 0.01% 732
2024
Q4 		$259K Sell
3,271
-2,306
-41% -$189K 0.01% 933
2024
Q3 		$453K Buy
+5,577
New +$435K 0.02% 657
2024
Q2 		– Sell
-4,914
Closed -$375K – 850
2024
Q1 		$375K Buy
+4,914
New +$355K 0.01% 653
2023
Q3 		– Sell
-6,156
Closed -$415K – 707
2023
Q2 		$415K Sell
6,156
-2,182
-26% -$143K 0.02% 546
2023
Q1 		$543K Buy
8,338
+2,761
+50% +$181K 0.03% 443
2022
Q4 		$362K Buy
5,577
+924
+20% +$59K 0.02% 522
2022
Q3 		$269K Sell
4,653
-4,119
-47% -$262K 0.02% 575
2022
Q2 		$542K Buy
8,772
+507
+6% +$33.4K 0.03% 393
2022
Q1 		$576K Buy
8,265
+97
+1% +$6.71K 0.03% 391
2021
Q4 		$572K Buy
8,168
+756
+10% +$51.7K 0.03% 418
2021
Q3 		$487K Buy
+7,412
New +$498K 0.03% 414
2019
Q4 		– Sell
-4,398
Closed -$241K – 225
2019
Q3 		$241K Buy
+4,398
New +$239K 0.05% 153

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $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
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
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

CreativeOne Wealth's IWX Position: Q1 2026 in Review

CreativeOne Wealth reduced its iShares Russell Top 200 Value ETF (IWX) stake by 3.4% in Q1 2026, selling an estimated $11.3K and leaving 3,395 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #964.

CreativeOne Wealth first reported a position in IWX in Q3 2019 and has held it in 17 quarters since. The position peaked at $576K in Q1 2022. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • CreativeOne Wealth held 3,395 shares of iShares Russell Top 200 Value ETF worth $315K as of Q1 2026.
  • CreativeOne Wealth sold 119 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $11.3K.
  • iShares Russell Top 200 Value ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #964 holding.
  • CreativeOne Wealth first reported a position in iShares Russell Top 200 Value ETF in Q3 2019 and has held it in 17 quarters since.
  • CreativeOne Wealth's iShares Russell Top 200 Value ETF position peaked at $576K in Q1 2022.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.