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

Proficio Capital Partners’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	$72.9M	Buy	+692,856	New	+$70.1M	2.62%	7
2024 Q3	–	Sell	-6,050	Closed	-$453K	–	315
2024 Q2	$453K	Sell	6,050 -2,346	-28%	-$175K	0.05%	178
2024 Q1	$641K	Sell	8,396 -175	-2%	-$12.7K	0.07%	144
2023 Q4	$601K	Sell	8,571 -125	-1%	-$8.29K	0.07%	135
2023 Q3	$568K	Hold	8,696	–	–	0.08%	134
2023 Q2	$586K	Sell	8,696 -600	-6%	-$39.5K	0.08%	140
2023 Q1	$605K	Sell	9,296 -32	-0.3%	-$2.1K	0.1%	124
2022 Q4	$606K	Buy	9,328 +1,923	+26%	+$123K	0.11%	110
2022 Q3	$427K	Sell	7,405 -251,886	-97%	-$16M	0.08%	140
2022 Q2	$16M	Sell	259,291 -5,817	-2%	-$384K	3%	7
2022 Q1	$18.3M	Buy	+265,108	New	+$18.3M	2.73%	6

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

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Proficio Capital Partners's IWX Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 692,856 shares worth $72.9M. The stake represents 2.62% of the portfolio and ranks #7 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in IWX as recently as Q2 2024.

Proficio Capital Partners first reported a position in IWX in Q1 2022 and has held it in 11 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Proficio Capital Partners held 692,856 shares of iShares Russell Top 200 Value ETF worth $72.9M as of Q2 2026.
iShares Russell Top 200 Value ETF was a new Proficio Capital Partners position in Q2 2026.
iShares Russell Top 200 Value ETF made up 2.62% of Proficio Capital Partners's portfolio in Q2 2026, its #7 holding.
Proficio Capital Partners first reported a position in iShares Russell Top 200 Value ETF in Q1 2022 and has held it in 11 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.