SIMA Wealth Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

SIMA Wealth Partners’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	$477K	Hold	4,537	–	–	0.34%	33
2026 Q1	$420K	Hold	4,537	–	–	0.32%	33
2025 Q4	$417K	Hold	4,537	–	–	0.32%	33
2025 Q3	$399K	Hold	4,537	–	–	0.3%	33
2025 Q2	$382K	Hold	4,537	–	–	0.31%	32
2025 Q1	$373K	Hold	4,537	–	–	0.31%	32
2024 Q4	$359K	Hold	4,537	–	–	0.3%	35
2024 Q3	$369K	Hold	4,537	–	–	0.32%	33
2024 Q2	$339K	Buy	+4,537	New	+$339K	0.32%	34

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

SIMA Wealth Partners's IWX Position: Q2 2026 in Review

SIMA Wealth Partners held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 4,537 shares worth $477K. The position accounts for 0.34% of the portfolio, ranked #33.

SIMA Wealth Partners first reported a position in IWX in Q2 2024 and has held it in 9 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

SIMA Wealth Partners held 4,537 shares of iShares Russell Top 200 Value ETF worth $477K as of Q2 2026.
SIMA Wealth Partners left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.34% of SIMA Wealth Partners's portfolio in Q2 2026, its #33 holding.
SIMA Wealth Partners first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and has held it in 9 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.