GM
IWX icon

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

GeoWealth 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
Q1 		– Sell
-2,190
Closed -$201K – 881
2025
Q4 		$201K Buy
+2,190
New +$197K 0.01% 663
2025
Q3 		– Sell
-1,578
Closed -$133K – 1000
2025
Q2 		$133K Sell
1,578
-517
-25% -$41.6K 0.01% 754
2025
Q1 		$172K Buy
2,095
+199
+10% +$16.4K 0.01% 691
2024
Q4 		$150K Buy
1,896
+1,639
+638% +$134K ﹤0.01% 858
2024
Q3 		$20.9K Buy
+257
New +$20.1K ﹤0.01% 1271
2019
Q4 		– Sell
-4,398
Closed -$241K – 149
2019
Q3 		$241K Buy
+4,398
New +$239K 0.05% 177

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
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 $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

GeoWealth Management's IWX Position: Q1 2026 in Review

GeoWealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2026, closing a stake of 2,190 shares — an estimated $201K sold.

GeoWealth Management first reported a position in IWX in Q3 2019 and held it in 6 quarters. The position peaked at $241K in Q3 2019. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • GeoWealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 2,190 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $201K.
  • GeoWealth Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2019 and held it in 6 quarters.
  • GeoWealth Management's iShares Russell Top 200 Value ETF position peaked at $241K in Q3 2019.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.