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New Republic Capital’s iShares Russell Top 200 Value ETF IWX Stock Holding History

New Republic Capital’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 		$14.7K Hold
140
– – ﹤0.01% 329
2026
Q1 		$13K Buy
+140
New +$13.3K ﹤0.01% 293
2024
Q3 		– Sell
-2,340
Closed -$175K – 252
2024
Q2 		$175K Buy
+2,340
New +$175K 0.09% 172

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
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

New Republic Capital's IWX Position: Q2 2026 in Review

New Republic Capital held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 140 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

New Republic Capital first reported a position in IWX in Q2 2024 and has held it in 3 quarters since. The position peaked at $175K in Q2 2024. 270 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • New Republic Capital held 140 shares of iShares Russell Top 200 Value ETF worth $14.7K as of Q2 2026.
  • New Republic Capital left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of New Republic Capital's portfolio in Q2 2026, its #329 holding.
  • New Republic Capital first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and has held it in 3 quarters since.
  • New Republic Capital's iShares Russell Top 200 Value ETF position peaked at $175K in Q2 2024.
  • 270 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.