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Custom Index Systems’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Custom Index Systems’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 		$774K Sell
8,355
-9
-0.1% -$856 0.34% 82
2025
Q4 		$768K Sell
8,364
-2,768
-25% -$248K 0.34% 88
2025
Q3 		$978K Buy
+11,132
New +$955K 0.29% 99

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

Custom Index Systems's IWX Position: Q1 2026 in Review

Custom Index Systems reduced its iShares Russell Top 200 Value ETF (IWX) stake by 0.11% in Q1 2026, selling an estimated $856 and leaving 8,355 shares worth $774K. The position accounts for 0.34% of the portfolio, ranked #82.

Custom Index Systems first reported a position in IWX in Q3 2025 and has held it in 3 quarters since. The position peaked at $978K in Q3 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Custom Index Systems held 8,355 shares of iShares Russell Top 200 Value ETF worth $774K as of Q1 2026.
  • Custom Index Systems sold 9 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $856.
  • iShares Russell Top 200 Value ETF made up 0.34% of Custom Index Systems's portfolio in Q1 2026, its #82 holding.
  • Custom Index Systems first reported a position in iShares Russell Top 200 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Custom Index Systems's iShares Russell Top 200 Value ETF position peaked at $978K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.