Creekmur Asset Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Creekmur Asset Management’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	$72	Hold	1	–	–	﹤0.01%	737
2025 Q2	$69	Sell	1 -157	-99%	-$12.6K	﹤0.01%	746
2025 Q1	$13K	Sell	158 -1	-0.6%	-$82	﹤0.01%	447
2024 Q4	$12.6K	Hold	159	–	–	﹤0.01%	395
2024 Q3	$12.9K	Buy	159 +1	+0.6%	+$78	﹤0.01%	409
2024 Q2	$11.8K	Sell	158 -302	-66%	-$22.6K	﹤0.01%	473
2024 Q1	$35.1K	Sell	460 -1,220	-73%	-$88.2K	0.01%	296
2023 Q4	$118K	Buy	+1,680	New	+$111K	0.04%	188

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 19.28% 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

Creekmur Asset Management's IWX Position: Q3 2025 in Review

Creekmur Asset Management held its iShares Russell Top 200 Value ETF (IWX) position steady in Q3 2025 at 1 share worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Creekmur Asset Management first reported a position in IWX in Q4 2023 and has held it in 8 quarters since. The position peaked at $118K in Q4 2023. 212 funds tracked by Wall St. Rank hold IWX as of Q3 2025.

Creekmur Asset Management held 1 share of iShares Russell Top 200 Value ETF worth $72 as of Q3 2025.
Creekmur Asset Management left its iShares Russell Top 200 Value ETF share count unchanged in Q3 2025.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #737 holding.
Creekmur Asset Management first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares Russell Top 200 Value ETF position peaked at $118K in Q4 2023.
212 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.