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 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 $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $4.2B AUM 18.37% 1-Year Est. Return

Integrated Wealth Concepts's IWX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares Russell Top 200 Value ETF (IWX) stake by 4% in Q1 2026, buying an estimated $191K and bringing the position to 52,550 shares worth $4.87M. The position accounts for 0.04% of the portfolio, ranked #431.

Integrated Wealth Concepts first reported a position in IWX in Q2 2022 and has held it in 16 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Integrated Wealth Concepts held 52,550 shares of iShares Russell Top 200 Value ETF worth $4.87M as of Q1 2026.
Integrated Wealth Concepts bought 2,007 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $191K.
iShares Russell Top 200 Value ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #431 holding.
Integrated Wealth Concepts first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and has held it in 16 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.