Richard P. Slaughter Associates’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Richard P. Slaughter Associates’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	$54M	Buy	513,314 +24,769	+5%	+$2.51M	10.58%	3
2026 Q1	$45.3M	Buy	488,545 +77,069	+19%	+$7.33M	9.79%	3
2025 Q4	$37.8M	Buy	411,476 +5,949	+1%	+$534K	7.92%	4
2025 Q3	$35.6M	Sell	405,527 -103,678	-20%	-$8.9M	7.68%	4
2025 Q2	$42.9M	Buy	509,205 +92,112	+22%	+$7.41M	8.74%	4
2025 Q1	$34.3M	Buy	417,093 +325,201	+354%	+$26.8M	8%	5
2024 Q4	$7.26M	Buy	+91,892	New	+$7.54M	1.63%	13

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

WSFS

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

Richard P. Slaughter Associates's IWX Position: Q2 2026 in Review

Richard P. Slaughter Associates increased its iShares Russell Top 200 Value ETF (IWX) stake by 5.1% in Q2 2026, buying an estimated $2.51M and bringing the position to 513,314 shares worth $54M. The position accounts for 10.58% of the portfolio, ranked #3.

Richard P. Slaughter Associates first reported a position in IWX in Q4 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Richard P. Slaughter Associates held 513,314 shares of iShares Russell Top 200 Value ETF worth $54M as of Q2 2026.
Richard P. Slaughter Associates bought 24,769 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $2.51M.
iShares Russell Top 200 Value ETF made up 10.58% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #3 holding.
Richard P. Slaughter Associates first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 7 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.