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First Citizens Investor Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

First Citizens Investor Services’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
Q4 		$40.7M Buy
442,953
+1,206
+0.3% +$108K 15.52% 2
2025
Q3 		$38.8M Buy
+441,747
New +$37.9M 15% 2

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

First Citizens Investor Services's IWX Position: Q4 2025 in Review

First Citizens Investor Services increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.27% in Q4 2025, buying an estimated $108K and bringing the position to 442,953 shares worth $40.7M. The position accounts for 15.52% of the portfolio, ranked #2.

First Citizens Investor Services first reported a position in IWX in Q3 2025 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold IWX as of Q4 2025.

  • First Citizens Investor Services held 442,953 shares of iShares Russell Top 200 Value ETF worth $40.7M as of Q4 2025.
  • First Citizens Investor Services bought 1,206 iShares Russell Top 200 Value ETF shares in Q4 2025, an estimated $108K.
  • iShares Russell Top 200 Value ETF made up 15.52% of First Citizens Investor Services's portfolio in Q4 2025, its #2 holding.
  • First Citizens Investor Services first reported a position in iShares Russell Top 200 Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2025.

Based on First Citizens Investor Services's 13F filing for Q4 2025, filed 30 Jan 2026.