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Integrated Wealth Concepts’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Integrated Wealth Concepts’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 		$5.8M Buy
55,107
+2,557
+5% +$259K 0.04% 424
2026
Q1 		$4.87M Buy
52,550
+2,007
+4% +$191K 0.04% 431
2025
Q4 		$4.64M Buy
50,543
+17,826
+54% +$1.6M 0.06% 303
2025
Q3 		$2.88M Buy
32,717
+1,213
+4% +$104K 0.03% 547
2025
Q2 		$2.65M Sell
31,504
-10,452
-25% -$841K 0.03% 531
2025
Q1 		$3.45M Buy
41,956
+1,514
+4% +$125K 0.04% 416
2024
Q4 		$3.2M Sell
40,442
-1,527
-4% -$125K 0.04% 412
2024
Q3 		$3.41M Buy
41,969
+376
+0.9% +$29.3K 0.04% 382
2024
Q2 		$3.11M Buy
41,593
+953
+2% +$71.3K 0.04% 376
2024
Q1 		$3.1M Buy
40,640
+234
+0.6% +$16.9K 0.04% 381
2023
Q4 		$2.84M Buy
40,406
+2,810
+7% +$186K 0.05% 363
2023
Q3 		$2.46M Sell
37,596
-16,388
-30% -$1.11M 0.04% 382
2023
Q2 		$3.64M Buy
53,984
+761
+1% +$50K 0.06% 292
2023
Q1 		$3.46M Sell
53,223
-20,718
-28% -$1.36M 0.07% 257
2022
Q4 		$4.8M Sell
73,941
-139
-0.2% -$8.87K 0.13% 161
2022
Q3 		$4.28M Buy
74,080
+8,776
+13% +$558K 0.14% 158
2022
Q2 		$4.03M Buy
+65,304
New +$4.31M 0.13% 164

Other funds holding IWX

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

Integrated Wealth Concepts's IWX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Russell Top 200 Value ETF (IWX) stake by 4.9% in Q2 2026, buying an estimated $259K and bringing the position to 55,107 shares worth $5.8M. The position accounts for 0.04% of the portfolio, ranked #424.

Integrated Wealth Concepts first reported a position in IWX in Q2 2022 and has held it in 17 quarters since. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Integrated Wealth Concepts held 55,107 shares of iShares Russell Top 200 Value ETF worth $5.8M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,557 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $259K.
  • iShares Russell Top 200 Value ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #424 holding.
  • Integrated Wealth Concepts first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.