Private Trust Company’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Private Trust Company’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	$317K	Hold	3,017	–	–	0.03%	642
2026 Q1	$280K	Hold	3,017	–	–	0.03%	644
2025 Q4	$277K	Hold	3,017	–	–	0.02%	627
2025 Q3	$265K	Hold	3,017	–	–	0.02%	637
2025 Q2	$254K	Buy	3,017 +1,197	+66%	+$96.3K	0.02%	635
2025 Q1	$150K	Buy	1,820 +185	+11%	+$15.2K	0.02%	803
2024 Q4	$129K	Hold	1,635	–	–	0.01%	834
2024 Q3	$133K	Hold	1,635	–	–	0.01%	822
2024 Q2	$122K	Buy	+1,635	New	+$122K	0.01%	819

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

Private Trust Company's IWX Position: Q2 2026 in Review

Private Trust Company held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 3,017 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #642.

Private Trust Company first reported a position in IWX in Q2 2024 and has held it in 9 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Private Trust Company held 3,017 shares of iShares Russell Top 200 Value ETF worth $317K as of Q2 2026.
Private Trust Company left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.03% of Private Trust Company's portfolio in Q2 2026, its #642 holding.
Private Trust Company first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and has held it in 9 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.