International Assets Investment Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

International Assets Investment Management’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	$62.2K	Hold	587	–	–	﹤0.01%	1242
2026 Q1	$54.7K	Buy	+587	New	+$55.8K	﹤0.01%	1197
2024 Q4	–	Sell	-48,031	Closed	-$591	–	1328
2024 Q3	$591	Buy	48,031 +47,365	+7,112%	+$3.7M	﹤0.01%	1300
2024 Q2	$49.8K	Buy	+666	New	+$49.8K	﹤0.01%	1178
2021 Q2	–	Sell	-24	Closed	-$1K	–	1175
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	2114
2020 Q4	$1K	Buy	+24	New	+$1.31K	﹤0.01%	1995

Other funds holding IWX

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 22.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

International Assets Investment Management's IWX Position: Q2 2026 in Review

International Assets Investment Management held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 587 shares worth $62.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

International Assets Investment Management first reported a position in IWX in Q4 2020 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

International Assets Investment Management held 587 shares of iShares Russell Top 200 Value ETF worth $62.2K as of Q2 2026.
International Assets Investment Management 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 International Assets Investment Management's portfolio in Q2 2026, its #1242 holding.
International Assets Investment Management first reported a position in iShares Russell Top 200 Value ETF in Q4 2020 and has held it in 6 quarters since.
110 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.