JSF Financial’s iShares Russell Top 200 Value ETF IWX Stock Holding History

JSF Financial’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	$25.2M	Sell	239,472 -40,331	-14%	-$4.08M	3.98%	7
2026 Q1	$25.9M	Buy	279,803 +5,459	+2%	+$519K	5.08%	5
2025 Q4	$25.2M	Sell	274,344 -1,595	-0.6%	-$143K	5.22%	4
2025 Q3	$24.2M	Buy	275,939 +19,016	+7%	+$1.63M	5.38%	4
2025 Q2	$21.6M	Buy	256,923 +2,625	+1%	+$211K	5.14%	5
2025 Q1	$20.9M	Buy	254,298 +242,645	+2,082%	+$20M	5.51%	5
2024 Q4	$921K	Buy	+11,653	New	+$956K	0.25%	59
2022 Q3	–	Sell	-18,010	Closed	-$1.11M	–	107
2022 Q2	$1.11M	Buy	+18,010	New	+$1.19M	0.5%	35

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

JSF Financial's IWX Position: Q2 2026 in Review

JSF Financial reduced its iShares Russell Top 200 Value ETF (IWX) stake by 14% in Q2 2026, selling an estimated $4.08M and leaving 239,472 shares worth $25.2M. The position accounts for 3.98% of the portfolio, ranked #7.

JSF Financial first reported a position in IWX in Q2 2022 and has held it in 8 quarters since. The position peaked at $25.9M in Q1 2026. 266 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

JSF Financial held 239,472 shares of iShares Russell Top 200 Value ETF worth $25.2M as of Q2 2026.
JSF Financial sold 40,331 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $4.08M.
iShares Russell Top 200 Value ETF made up 3.98% of JSF Financial's portfolio in Q2 2026, its #7 holding.
JSF Financial first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and has held it in 8 quarters since.
JSF Financial's iShares Russell Top 200 Value ETF position peaked at $25.9M in Q1 2026.
266 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.