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

Cresset 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
2026 Q2	$1.4M	Hold	13,321	–	–	0.01%	773
2026 Q1	$1.23M	Buy	13,321 +83	+0.6%	+$7.9K	0.01%	707
2025 Q4	$1.22M	Buy	13,238 +2,035	+18%	+$183K	0.01%	723
2025 Q3	$985K	Hold	11,203	–	–	﹤0.01%	752
2025 Q2	$943K	Sell	11,203 -487	-4%	-$39.2K	﹤0.01%	704
2025 Q1	$961K	Buy	+11,690	New	+$962K	﹤0.01%	799
2024 Q4	–	Sell	-23,380	Closed	-$1.9M	–	1984
2024 Q3	$1.9M	Buy	+23,380	New	+$1.82M	0.01%	837

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B 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 $424B AUM 22.96% 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

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

Cresset Asset Management's IWX Position: Q2 2026 in Review

Cresset Asset Management held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 13,321 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #773.

Cresset Asset Management first reported a position in IWX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q3 2024. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Cresset Asset Management held 13,321 shares of iShares Russell Top 200 Value ETF worth $1.4M as of Q2 2026.
Cresset Asset Management left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #773 holding.
Cresset Asset Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 7 quarters since.
Cresset Asset Management's iShares Russell Top 200 Value ETF position peaked at $1.9M in Q3 2024.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.