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 Q2	$34.2M	Buy	324,849 +33,294	+11%	+$3.37M	8.73%	3
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

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

Kingdom Financial Group's IWX Position: Q2 2026 in Review

Kingdom Financial Group increased its iShares Russell Top 200 Value ETF (IWX) stake by 11% in Q2 2026, buying an estimated $3.37M and bringing the position to 324,849 shares worth $34.2M. The position accounts for 8.73% of the portfolio, ranked #3.

Kingdom Financial Group first reported a position in IWX in Q2 2023 and has held it in 13 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Kingdom Financial Group held 324,849 shares of iShares Russell Top 200 Value ETF worth $34.2M as of Q2 2026.
Kingdom Financial Group bought 33,294 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $3.37M.
iShares Russell Top 200 Value ETF made up 8.73% of Kingdom Financial Group's portfolio in Q2 2026, its #3 holding.
Kingdom Financial Group first reported a position in iShares Russell Top 200 Value ETF in Q2 2023 and has held it in 13 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.