Silverlake Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Silverlake Wealth 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	$365K	Sell	3,467 -73	-2%	-$7.39K	0.07%	261
2026 Q1	$328K	Buy	3,540 +22	+0.6%	+$2.09K	0.07%	269
2025 Q4	$323K	Buy	3,518 +1	+0%	+$90	0.07%	253
2025 Q3	$309K	Sell	3,517 -2	-0.1%	-$172	0.08%	254
2025 Q2	$296K	Sell	3,519 -803	-19%	-$64.6K	0.09%	241
2025 Q1	$355K	Sell	4,322 -6	-0.1%	-$494	0.13%	167
2024 Q4	$342K	Sell	4,328 -6	-0.1%	-$492	0.13%	173
2024 Q3	$352K	Buy	4,334 +84	+2%	+$6.55K	0.13%	184
2024 Q2	$318K	Hold	4,250	–	–	0.13%	183
2024 Q1	$324K	Hold	4,250	–	–	0.17%	158
2023 Q4	$298K	Hold	4,250	–	–	0.16%	159
2023 Q3	$278K	Hold	4,250	–	–	0.16%	170
2023 Q2	$287K	Hold	4,250	–	–	0.16%	154
2023 Q1	$277K	Hold	4,250	–	–	0.17%	153
2022 Q4	$276K	Hold	4,250	–	–	0.17%	150
2022 Q3	$245K	Hold	4,250	–	–	0.17%	152
2022 Q2	$263K	Hold	4,250	–	–	0.17%	152
2022 Q1	$296K	Hold	4,250	–	–	0.17%	155
2021 Q4	$298K	Buy	+4,250	New	+$291K	0.16%	152

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

Silverlake Wealth Management's IWX Position: Q2 2026 in Review

Silverlake Wealth Management reduced its iShares Russell Top 200 Value ETF (IWX) stake by 2.1% in Q2 2026, selling an estimated $7.39K and leaving 3,467 shares worth $365K. The position accounts for 0.07% of the portfolio, ranked #261.

Silverlake Wealth Management first reported a position in IWX in Q4 2021 and has held it in 19 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Silverlake Wealth Management held 3,467 shares of iShares Russell Top 200 Value ETF worth $365K as of Q2 2026.
Silverlake Wealth Management sold 73 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $7.39K.
iShares Russell Top 200 Value ETF made up 0.07% of Silverlake Wealth Management's portfolio in Q2 2026, its #261 holding.
Silverlake Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q4 2021 and has held it in 19 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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