D.J. St. Germain’s iShares Russell Top 200 Value ETF IWX Stock Holding History

D.J. St. Germain’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	$30.9K	Hold	294	–	–	﹤0.01%	537
2026 Q1	$27.2K	Hold	294	–	–	﹤0.01%	532
2025 Q4	$27K	Hold	294	–	–	﹤0.01%	542
2025 Q3	$25.8K	Hold	294	–	–	﹤0.01%	550
2025 Q2	$24.8K	Hold	294	–	–	﹤0.01%	551
2025 Q1	$24.2K	Hold	294	–	–	﹤0.01%	481
2024 Q4	$23.2K	Hold	294	–	–	﹤0.01%	507
2024 Q3	$23.9K	Hold	294	–	–	﹤0.01%	459
2024 Q2	$22K	Hold	294	–	–	﹤0.01%	461
2024 Q1	$22.4K	Hold	294	–	–	﹤0.01%	470
2023 Q4	$20.6K	Hold	294	–	–	﹤0.01%	482
2023 Q3	$19.2K	Hold	294	–	–	﹤0.01%	469
2023 Q2	$19.8K	Buy	+294	New	+$19.3K	﹤0.01%	473

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

D.J. St. Germain's IWX Position: Q2 2026 in Review

D.J. St. Germain held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 294 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

D.J. St. Germain first reported a position in IWX in Q2 2023 and has held it in 13 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

D.J. St. Germain held 294 shares of iShares Russell Top 200 Value ETF worth $30.9K as of Q2 2026.
D.J. St. Germain 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 D.J. St. Germain's portfolio in Q2 2026, its #537 holding.
D.J. St. Germain first reported a position in iShares Russell Top 200 Value ETF in Q2 2023 and has held it in 13 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.