Greykasell Wealth Strategies’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Greykasell Wealth Strategies’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	$21.3K	Hold	203	–	–	0.01%	306
2026 Q1	$18.8K	Hold	203	–	–	0.01%	339
2025 Q4	$18.6K	Hold	203	–	–	0.01%	322
2025 Q3	$17.8K	Hold	203	–	–	0.01%	275
2025 Q2	$17.1K	Hold	203	–	–	0.01%	230
2025 Q1	$16.7K	Buy	+203	New	+$16.7K	0.01%	235

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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 22.9% 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

Greykasell Wealth Strategies's IWX Position: Q2 2026 in Review

Greykasell Wealth Strategies held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 203 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #306.

Greykasell Wealth Strategies first reported a position in IWX in Q1 2025 and has held it in 6 quarters since. 270 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Greykasell Wealth Strategies held 203 shares of iShares Russell Top 200 Value ETF worth $21.3K as of Q2 2026.
Greykasell Wealth Strategies left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #306 holding.
Greykasell Wealth Strategies first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 6 quarters since.
270 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.