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 Q2	$238K	Buy	2,264 +7	+0.3%	+$709	0.11%	77
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 $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

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

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

Pacific Financial Group increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.31% in Q2 2026, buying an estimated $709 and bringing the position to 2,264 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #77.

Pacific Financial Group first reported a position in IWX in Q4 2018 and has held it in 29 quarters since. The position peaked at $27.4M in Q3 2019. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Pacific Financial Group held 2,264 shares of iShares Russell Top 200 Value ETF worth $238K as of Q2 2026.
Pacific Financial Group bought 7 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $709.
iShares Russell Top 200 Value ETF made up 0.11% of Pacific Financial Group's portfolio in Q2 2026, its #77 holding.
Pacific Financial Group first reported a position in iShares Russell Top 200 Value ETF in Q4 2018 and has held it in 29 quarters since.
Pacific Financial Group's iShares Russell Top 200 Value ETF position peaked at $27.4M in Q3 2019.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Pacific Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.