First American Trust’s iShares Russell Top 200 Value ETF IWX Stock Holding History

First American Trust’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	$5.38M	Sell	51,115 -7,429	-13%	-$752K	0.32%	92
2026 Q1	$5.43M	Buy	58,544 +33,742	+136%	+$3.21M	0.36%	84
2025 Q4	$2.28M	Buy	+24,802	New	+$2.23M	0.16%	115

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

First American Trust's IWX Position: Q2 2026 in Review

First American Trust reduced its iShares Russell Top 200 Value ETF (IWX) stake by 13% in Q2 2026, selling an estimated $752K and leaving 51,115 shares worth $5.38M. The position accounts for 0.32% of the portfolio, ranked #92.

First American Trust first reported a position in IWX in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.43M in Q1 2026. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

First American Trust held 51,115 shares of iShares Russell Top 200 Value ETF worth $5.38M as of Q2 2026.
First American Trust sold 7,429 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $752K.
iShares Russell Top 200 Value ETF made up 0.32% of First American Trust's portfolio in Q2 2026, its #92 holding.
First American Trust first reported a position in iShares Russell Top 200 Value ETF in Q4 2025 and has held it in 3 quarters since.
First American Trust's iShares Russell Top 200 Value ETF position peaked at $5.43M in Q1 2026.
269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.