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

Pacific 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
Q1 		$209K Sell
2,257
-127
-5% -$12.1K 0.11% 86
2025
Q4 		$219K Buy
2,384
+1
+0% +$90 0.12% 78
2025
Q3 		$209K Sell
2,383
-88
-4% -$7.55K 0.16% 60
2025
Q2 		$208K Buy
2,471
+9
+0.4% +$724 0.16% 60
2025
Q1 		$202K Sell
2,462
-250
-9% -$20.6K 0.16% 55
2024
Q4 		$214K Sell
2,712
-694
-20% -$56.9K 0.16% 56
2024
Q3 		$277K Sell
3,406
-306
-8% -$23.9K 0.2% 51
2024
Q2 		$278K Buy
3,712
+15
+0.4% +$1.12K 0.2% 50
2024
Q1 		$282K Sell
3,697
-99
-3% -$7.16K 0.19% 52
2023
Q4 		$266K Buy
3,796
+3
+0.1% +$199 0.2% 53
2023
Q3 		$248K Sell
3,793
-24
-0.6% -$1.63K 0.16% 55
2023
Q2 		$257K Sell
3,817
-205
-5% -$13.5K 0.17% 51
2023
Q1 		$262K Sell
4,022
-80
-2% -$5.25K 0.2% 49
2022
Q4 		$267K Buy
4,102
+37
+0.9% +$2.36K 0.2% 49
2022
Q3 		$235K Sell
4,065
-193
-5% -$12.3K 0.21% 49
2022
Q2 		$263K Buy
4,258
+14
+0.3% +$923 0.2% 51
2022
Q1 		$296K Buy
4,244
+8
+0.2% +$553 0.19% 55
2021
Q4 		$303K Sell
4,236
-221
-5% -$15.1K 0.2% 56
2021
Q3 		$293K Sell
4,457
-378
-8% -$25.4K 0.21% 59
2021
Q2 		$321K Sell
4,835
-757
-14% -$50.2K 0.22% 60
2021
Q1 		$356K Sell
5,592
-5
-0.1% -$304 0.29% 50
2020
Q4 		$324K Sell
5,597
-41
-0.7% -$2.24K 0.29% 53
2020
Q3 		$288K Buy
+5,638
New +$289K 0.23% 52
2020
Q1 		– Sell
-405,857
Closed -$23.7M – 61
2019
Q4 		$23.7M Sell
405,857
-101,373
-20% -$5.73M 2.34% 14
2019
Q3 		$27.4M Buy
507,230
+8,754
+2% +$475K 2.97% 13
2019
Q2 		$26.2M Hold
498,476
– – 3.17% 9
2019
Q1 		$26.2M Buy
498,476
+43,671
+10% +$2.24M 3.19% 9
2018
Q4 		$21.7M Buy
+454,805
New +$23.3M 3.45% 10

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 $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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B 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 $377B AUM 19.32% 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 $4.2B AUM 18.37% 1-Year Est. Return

Pacific Financial Group's IWX Position: Q1 2026 in Review

Pacific Financial Group reduced its iShares Russell Top 200 Value ETF (IWX) stake by 5.3% in Q1 2026, selling an estimated $12.1K and leaving 2,257 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #86.

Pacific Financial Group first reported a position in IWX in Q4 2018 and has held it in 28 quarters since. The position peaked at $27.4M in Q3 2019. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Pacific Financial Group held 2,257 shares of iShares Russell Top 200 Value ETF worth $209K as of Q1 2026.
  • Pacific Financial Group sold 127 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $12.1K.
  • iShares Russell Top 200 Value ETF made up 0.11% of Pacific Financial Group's portfolio in Q1 2026, its #86 holding.
  • Pacific Financial Group first reported a position in iShares Russell Top 200 Value ETF in Q4 2018 and has held it in 28 quarters since.
  • Pacific Financial Group's iShares Russell Top 200 Value ETF position peaked at $27.4M in Q3 2019.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.