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Prime Buchholz’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Prime Buchholz’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
Q3 		– Sell
-22,780
Closed -$1.92M – 21
2025
Q2 		$1.92M Hold
22,780
– – 0.61% 18
2025
Q1 		$1.87M Hold
22,780
– – 0.65% 16
2024
Q4 		$1.8M Buy
+22,780
New +$1.87M 0.59% 22

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 $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
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
FCIS
First Citizens Investor Services Raleigh, North Carolina $262M AUM
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Prime Buchholz's IWX Position: Q3 2025 in Review

Prime Buchholz sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2025, closing a stake of 22,780 shares — an estimated $1.92M sold.

Prime Buchholz first reported a position in IWX in Q4 2024 and held it in 3 quarters. The position peaked at $1.92M in Q2 2025. 211 funds tracked by Wall St. Rank hold IWX as of Q3 2025.

  • Prime Buchholz reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Prime Buchholz sold 22,780 iShares Russell Top 200 Value ETF shares in Q3 2025, an estimated $1.92M.
  • Prime Buchholz first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and held it in 3 quarters.
  • Prime Buchholz's iShares Russell Top 200 Value ETF position peaked at $1.92M in Q2 2025.
  • 211 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2025.

Based on Prime Buchholz's 13F filing for Q3 2025, filed 5 Nov 2025.