First Citizens Asset Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

First Citizens Asset 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	$57.9M	Buy	550,641 +36,913	+7%	+$3.74M	18.51%	2
2026 Q1	$47.6M	Buy	513,728 +26,245	+5%	+$2.5M	16.88%	2
2025 Q4	$44.8M	Buy	487,483 +1,153	+0.2%	+$103K	15.66%	2
2025 Q3	$42.7M	Sell	486,330 -28,207	-5%	-$2.42M	15.16%	2
2025 Q2	$43.3M	Buy	514,537 +27,525	+6%	+$2.21M	15.36%	3
2025 Q1	$40M	Buy	487,012 +1,430	+0.3%	+$118K	15.57%	3
2024 Q4	$38.4M	Sell	485,582 -40,605	-8%	-$3.33M	14.04%	3
2024 Q3	$42.8M	Sell	526,187 -13,699	-3%	-$1.07M	15.19%	3
2024 Q2	$40.4M	Sell	539,886 -491	-0.1%	-$36.7K	15.05%	3
2024 Q1	$41.2M	Buy	540,377 +73,451	+16%	+$5.31M	15.62%	3
2023 Q4	$32.8M	Sell	466,926 -50,837	-10%	-$3.37M	13.12%	3
2023 Q3	$33.8M	Sell	517,763 -45,429	-8%	-$3.08M	14.39%	3
2023 Q2	$38M	Buy	563,192 +101,495	+22%	+$6.67M	15.54%	3
2023 Q1	$30.1M	Buy	461,697 +145,376	+46%	+$9.54M	12.49%	3
2022 Q4	$20.6M	Sell	316,321 -606	-0.2%	-$38.7K	11.53%	3
2022 Q3	$18.3M	Buy	+316,927	New	+$20.1M	11.55%	3

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

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

First Citizens Asset Management's IWX Position: Q2 2026 in Review

First Citizens Asset Management increased its iShares Russell Top 200 Value ETF (IWX) stake by 7.2% in Q2 2026, buying an estimated $3.74M and bringing the position to 550,641 shares worth $57.9M. The position accounts for 18.51% of the portfolio, ranked #2.

First Citizens Asset Management first reported a position in IWX in Q3 2022 and has held it in 16 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

First Citizens Asset Management held 550,641 shares of iShares Russell Top 200 Value ETF worth $57.9M as of Q2 2026.
First Citizens Asset Management bought 36,913 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $3.74M.
iShares Russell Top 200 Value ETF made up 18.51% of First Citizens Asset Management's portfolio in Q2 2026, its #2 holding.
First Citizens Asset Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2022 and has held it in 16 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on First Citizens Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.