IFC & Insurance Marketing’s iShares Russell Top 200 Value ETF IWX Stock Holding History

IFC & Insurance Marketing’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	-48	Closed	-$4K	–	376
2025 Q4	$4K	Buy	+48	New	+$4.31K	﹤0.01%	552

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $4.48B AUM 24.77% 1-Year Est. Return

IFC & Insurance Marketing's IWX Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2026, closing a stake of 48 shares — an estimated $4K sold.

IFC & Insurance Marketing first reported a position in IWX in Q4 2025 and held it in 1 quarter. The position peaked at $4K in Q4 2025. 254 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

IFC & Insurance Marketing reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 48 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $4K.
IFC & Insurance Marketing first reported a position in iShares Russell Top 200 Value ETF in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's iShares Russell Top 200 Value ETF position peaked at $4K in Q4 2025.
254 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.