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Leo Wealth LLC’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Leo Wealth LLC’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 		$413K Sell
4,452
-398
-8% -$37.9K 0.03% 295
2025
Q4 		$446K Buy
+4,850
New +$435K 0.03% 277
2025
Q3 		– Sell
-3,534
Closed -$298K – 344
2025
Q2 		$298K Buy
+3,534
New +$284K 0.02% 313
2025
Q1 		– Sell
-4,499
Closed -$356K – 326
2024
Q4 		$356K Buy
4,499
+512
+13% +$42K 0.03% 267
2024
Q3 		$324K Sell
3,987
-820
-17% -$64K 0.03% 269
2024
Q2 		$358K Buy
4,807
+122
+3% +$9.13K 0.04% 255
2024
Q1 		$357K Sell
4,685
-261
-5% -$18.9K 0.04% 249
2023
Q4 		$365K Buy
+4,946
New +$328K 0.04% 238

Other funds holding IWX

TCIIS
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $4.75B AUM 16.82% 1-Year Est. Return
Envestnet Asset Management
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
Lido Advisors Los Angeles, California $25.5B 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return