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 Q2	$1.12M	Buy	10,690 +2,335	+28%	+$236K	0.4%	60
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 $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

Custom Index Systems's IWX Position: Q2 2026 in Review

Custom Index Systems increased its iShares Russell Top 200 Value ETF (IWX) stake by 28% in Q2 2026, buying an estimated $236K and bringing the position to 10,690 shares worth $1.12M. The position accounts for 0.4% of the portfolio, ranked #60.

Custom Index Systems first reported a position in IWX in Q3 2025 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Custom Index Systems held 10,690 shares of iShares Russell Top 200 Value ETF worth $1.12M as of Q2 2026.
Custom Index Systems bought 2,335 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $236K.
iShares Russell Top 200 Value ETF made up 0.4% of Custom Index Systems's portfolio in Q2 2026, its #60 holding.
Custom Index Systems first reported a position in iShares Russell Top 200 Value ETF in Q3 2025 and has held it in 4 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.