Granite Islands Private Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Granite Islands Private Wealth’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	$453K	Buy	+4,320	New	+$437K	0.34%	62
2026 Q1	–	Sell	-2,220	Closed	-$203K	–	74
2025 Q4	$203K	Buy	+2,220	New	+$199K	0.19%	77

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

Granite Islands Private Wealth's IWX Position: Q2 2026 in Review

Granite Islands Private Wealth opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 4,320 shares worth $453K. The stake represents 0.34% of the portfolio and ranks #62 among its holdings. This is a return to the name: Granite Islands Private Wealth previously reported a position in IWX as recently as Q4 2025.

Granite Islands Private Wealth first reported a position in IWX in Q4 2025 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Granite Islands Private Wealth held 4,320 shares of iShares Russell Top 200 Value ETF worth $453K as of Q2 2026.
iShares Russell Top 200 Value ETF was a new Granite Islands Private Wealth position in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.34% of Granite Islands Private Wealth's portfolio in Q2 2026, its #62 holding.
Granite Islands Private Wealth first reported a position in iShares Russell Top 200 Value ETF in Q4 2025 and has held it in 2 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Granite Islands Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.