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

Kingdom Financial Group’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	$27M	Buy	291,555 +17,810	+7%	+$1.69M	7.73%	4
2025 Q4	$25.1M	Buy	273,745 +161,686	+144%	+$14.5M	7.77%	3
2025 Q3	$9.85M	Buy	112,059 +25,117	+29%	+$2.16M	6.02%	3
2025 Q2	$7.32M	Sell	86,942 -66,853	-43%	-$5.38M	6.4%	3
2025 Q1	$12.6M	Sell	153,795 -9,096	-6%	-$748K	9.26%	3
2024 Q4	$12.9M	Sell	162,891 -4,925	-3%	-$404K	8.8%	3
2024 Q3	$13.6M	Sell	167,816 -872	-0.5%	-$68K	10.19%	2
2024 Q2	$12.6M	Buy	168,688 +15,304	+10%	+$1.14M	8.54%	3
2024 Q1	$11.7M	Buy	153,384 +54,999	+56%	+$3.98M	8.23%	3
2023 Q4	$6.9M	Sell	98,385 -3,662	-4%	-$243K	6.02%	3
2023 Q3	$6.67M	Sell	102,047 -813	-0.8%	-$55.2K	6.28%	3
2023 Q2	$6.94M	Buy	+102,860	New	+$6.76M	6.8%	3

Other funds holding IWX

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return