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

Merit 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 		– Sell
-7,652
Closed -$709K – 2404
2026
Q1 		$709K Hold
7,652
– – 0.01% 1165
2025
Q4 		$703K Hold
7,652
– – 0.01% 1103
2025
Q3 		$672K Hold
7,652
– – 0.01% 1028
2025
Q2 		$644K Buy
+7,652
New +$616K 0.01% 980

Other funds holding IWX

Envestnet Portfolio Solutions
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
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

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

Merit Financial Group sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 7,652 shares — an estimated $709K sold.

Merit Financial Group first reported a position in IWX in Q2 2025 and held it in 4 quarters. The position peaked at $709K in Q1 2026. 64 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Merit Financial Group reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 7,652 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $709K.
  • Merit Financial Group first reported a position in iShares Russell Top 200 Value ETF in Q2 2025 and held it in 4 quarters.
  • Merit Financial Group's iShares Russell Top 200 Value ETF position peaked at $709K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.