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

Optima 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
2025
Q1 		– Sell
-18,243
Closed -$1.44M – 157
2024
Q4 		$1.44M Buy
+18,243
New +$1.5M 0.99% 28

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Optima Capital's IWX Position: Q1 2025 in Review

Optima Capital sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2025, closing a stake of 18,243 shares — an estimated $1.44M sold.

Optima Capital first reported a position in IWX in Q4 2024 and held it in 1 quarter. The position peaked at $1.44M in Q4 2024. 218 funds tracked by Wall St. Rank hold IWX as of Q1 2025.

  • Optima Capital reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Optima Capital sold 18,243 iShares Russell Top 200 Value ETF shares in Q1 2025, an estimated $1.44M.
  • Optima Capital first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and held it in 1 quarter.
  • Optima Capital's iShares Russell Top 200 Value ETF position peaked at $1.44M in Q4 2024.
  • 218 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2025.

Based on Optima Capital's 13F filing for Q1 2025, filed 13 Jun 2025.