SCS Capital Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

SCS Capital Management’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 Q1	$820K	Hold	8,851	–	–	0.01%	302
2025 Q4	$813K	Hold	8,851	–	–	0.01%	303
2025 Q3	$778K	Hold	8,851	–	–	0.01%	315
2025 Q2	$745K	Hold	8,851	–	–	0.01%	321
2025 Q1	$727K	Buy	+8,851	New	+$728K	0.01%	292

Other funds holding IWX

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return