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 Q2	$931K	Hold	8,851	–	–	0.01%	300
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

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

SCS Capital Management's IWX Position: Q2 2026 in Review

SCS Capital Management held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 8,851 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #300.

SCS Capital Management first reported a position in IWX in Q1 2025 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

SCS Capital Management held 8,851 shares of iShares Russell Top 200 Value ETF worth $931K as of Q2 2026.
SCS Capital Management left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #300 holding.
SCS Capital Management first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 6 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.