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

Simplicity Wealth’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	$10M	Buy	108,334 +9,925	+10%	+$944K	0.57%	34
2025 Q4	$9.04M	Buy	98,409 +4,419	+5%	+$397K	0.54%	36
2025 Q3	$8.26M	Sell	93,990 -89,603	-49%	-$7.69M	0.48%	39
2025 Q2	$15.5M	Buy	183,593 +84,639	+86%	+$6.81M	0.64%	28
2025 Q1	$8.13M	Buy	98,954 +87,020	+729%	+$7.16M	0.63%	28
2024 Q4	$943K	Sell	11,934 -85,715	-88%	-$7.03M	0.2%	95
2024 Q3	$7.94M	Sell	97,649 -2,304	-2%	-$180K	0.74%	27
2024 Q2	$7.48M	Sell	99,953 -81,204	-45%	-$6.07M	0.17%	123
2024 Q1	$13.8M	Buy	181,157 +13,528	+8%	+$978K	0.33%	56
2023 Q4	$11.8M	Sell	167,629 -9,341	-5%	-$620K	4.55%	4
2023 Q3	$11.6M	Buy	176,970 +1,632	+0.9%	+$111K	6.77%	3
2023 Q2	$11.8M	Sell	175,338 -4,305	-2%	-$283K	7.35%	3
2023 Q1	$11.7M	Buy	179,643 +41,367	+30%	+$2.71M	7.78%	3
2022 Q4	$8.98M	Buy	138,276 +134,009	+3,141%	+$8.55M	7.93%	3
2022 Q3	$246K	Buy	+4,267	New	+$271K	0.33%	63

Other funds holding IWX

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $374B AUM 17.66% 1-Year Est. Return

AWM

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $4.2B AUM 18.37% 1-Year Est. Return

Simplicity Wealth's IWX Position: Q1 2026 in Review

Simplicity Wealth increased its iShares Russell Top 200 Value ETF (IWX) stake by 10% in Q1 2026, buying an estimated $944K and bringing the position to 108,334 shares worth $10M. The position accounts for 0.57% of the portfolio, ranked #34.

Simplicity Wealth first reported a position in IWX in Q3 2022 and has held it in 15 quarters since. The position peaked at $15.5M in Q2 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Simplicity Wealth held 108,334 shares of iShares Russell Top 200 Value ETF worth $10M as of Q1 2026.
Simplicity Wealth bought 9,925 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $944K.
iShares Russell Top 200 Value ETF made up 0.57% of Simplicity Wealth's portfolio in Q1 2026, its #34 holding.
Simplicity Wealth first reported a position in iShares Russell Top 200 Value ETF in Q3 2022 and has held it in 15 quarters since.
Simplicity Wealth's iShares Russell Top 200 Value ETF position peaked at $15.5M in Q2 2025.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.