Evolution Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Evolution Wealth 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	$4.94K	Hold	47	–	–	﹤0.01%	709
2026 Q1	$4.36K	Hold	47	–	–	﹤0.01%	649
2025 Q4	$4.32K	Sell	47 -90	-66%	-$8.08K	﹤0.01%	563
2025 Q3	$12K	Buy	+137	New	+$11.8K	0.01%	349

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

Evolution Wealth Management's IWX Position: Q2 2026 in Review

Evolution Wealth Management held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 47 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Evolution Wealth Management first reported a position in IWX in Q3 2025 and has held it in 4 quarters since. The position peaked at $12K in Q3 2025. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Evolution Wealth Management held 47 shares of iShares Russell Top 200 Value ETF worth $4.94K as of Q2 2026.
Evolution Wealth 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 Evolution Wealth Management's portfolio in Q2 2026, its #709 holding.
Evolution Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2025 and has held it in 4 quarters since.
Evolution Wealth Management's iShares Russell Top 200 Value ETF position peaked at $12K in Q3 2025.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.