EP Wealth Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

EP Wealth Advisors’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 Q2	$1.43M	Buy	+17,005	New	+$1.37M	0.01%	485

Other funds holding IWX

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

EP Wealth Advisors's IWX Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2025: 17,005 shares worth $1.43M. The stake represents 0.01% of the portfolio and ranks #485 among its holdings.

206 funds tracked by Wall St. Rank hold IWX as of Q2 2025.

EP Wealth Advisors held 17,005 shares of iShares Russell Top 200 Value ETF worth $1.43M as of Q2 2025.
iShares Russell Top 200 Value ETF was a new EP Wealth Advisors position in Q2 2025.
iShares Russell Top 200 Value ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #485 holding.
206 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.