IEQ Capital’s iShares Russell Top 200 Value ETF IWX Stock Holding History

IEQ Capital’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	$345K	Hold	3,277	–	–	﹤0.01%	1580
2026 Q1	$304K	Hold	3,277	–	–	﹤0.01%	1510
2025 Q4	$301K	Buy	+3,277	New	+$294K	﹤0.01%	1535

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

IEQ Capital's IWX Position: Q2 2026 in Review

IEQ Capital held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 3,277 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

IEQ Capital first reported a position in IWX in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

IEQ Capital held 3,277 shares of iShares Russell Top 200 Value ETF worth $345K as of Q2 2026.
IEQ Capital 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 IEQ Capital's portfolio in Q2 2026, its #1580 holding.
IEQ Capital first reported a position in iShares Russell Top 200 Value ETF in Q4 2025 and has held it in 3 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.