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 $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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

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

Leo Wealth LLC's IWX Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares Russell Top 200 Value ETF (IWX) stake by 8.2% in Q1 2026, selling an estimated $37.9K and leaving 4,452 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #295.

Leo Wealth LLC first reported a position in IWX in Q4 2023 and has held it in 8 quarters since. The position peaked at $446K in Q4 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Leo Wealth LLC held 4,452 shares of iShares Russell Top 200 Value ETF worth $413K as of Q1 2026.
Leo Wealth LLC sold 398 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $37.9K.
iShares Russell Top 200 Value ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #295 holding.
Leo Wealth LLC first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 8 quarters since.
Leo Wealth LLC's iShares Russell Top 200 Value ETF position peaked at $446K in Q4 2025.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.