Quest 10 Wealth Builders’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Quest 10 Wealth Builders’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	$2.59M	Buy	24,632 +2,560	+12%	+$259K	2.01%	11
2026 Q1	$2.05M	Buy	22,072 +583	+3%	+$55.5K	1.79%	10
2025 Q4	$1.97M	Buy	21,489 +675	+3%	+$60.6K	1.77%	11
2025 Q3	$1.83M	Buy	20,814 +2,054	+11%	+$176K	1.69%	12
2025 Q2	$1.58M	Buy	18,760 +12	+0.1%	+$966	1.54%	13
2025 Q1	$1.54M	Sell	18,748 -398	-2%	-$32.7K	1.65%	11
2024 Q4	$1.51M	Buy	+19,146	New	+$1.57M	1.51%	12

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

Quest 10 Wealth Builders's IWX Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares Russell Top 200 Value ETF (IWX) stake by 12% in Q2 2026, buying an estimated $259K and bringing the position to 24,632 shares worth $2.59M. The position accounts for 2.01% of the portfolio, ranked #11.

Quest 10 Wealth Builders first reported a position in IWX in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Quest 10 Wealth Builders held 24,632 shares of iShares Russell Top 200 Value ETF worth $2.59M as of Q2 2026.
Quest 10 Wealth Builders bought 2,560 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $259K.
iShares Russell Top 200 Value ETF made up 2.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #11 holding.
Quest 10 Wealth Builders first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 7 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.