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

SMART 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 Q2	$939K	Sell	8,932 -27	-0.3%	-$2.73K	0.2%	125
2026 Q1	$830K	Buy	8,959 +223	+3%	+$21.2K	0.24%	104
2025 Q4	$802K	Buy	8,736 +439	+5%	+$39.4K	0.24%	92
2025 Q3	$729K	Buy	8,297 +1,568	+23%	+$135K	0.28%	80
2025 Q2	$567K	Sell	6,729 -35	-0.5%	-$2.82K	0.18%	100
2025 Q1	$556K	Buy	6,764 +273	+4%	+$22.5K	0.2%	94
2024 Q4	$513K	Buy	6,491 +2,065	+47%	+$169K	0.18%	103
2024 Q3	$360K	Buy	+4,426	New	+$345K	0.14%	106
2023 Q2	–	Sell	-3,563	Closed	-$232K	–	83
2023 Q1	$232K	Sell	3,563 -1,107	-24%	-$72.6K	0.2%	67
2022 Q4	$303K	Buy	+4,670	New	+$298K	0.23%	65

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

SMART Wealth's IWX Position: Q2 2026 in Review

SMART Wealth reduced its iShares Russell Top 200 Value ETF (IWX) stake by 0.3% in Q2 2026, selling an estimated $2.73K and leaving 8,932 shares worth $939K. The position accounts for 0.2% of the portfolio, ranked #125.

SMART Wealth first reported a position in IWX in Q4 2022 and has held it in 10 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

SMART Wealth held 8,932 shares of iShares Russell Top 200 Value ETF worth $939K as of Q2 2026.
SMART Wealth sold 27 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $2.73K.
iShares Russell Top 200 Value ETF made up 0.2% of SMART Wealth's portfolio in Q2 2026, its #125 holding.
SMART Wealth first reported a position in iShares Russell Top 200 Value ETF in Q4 2022 and has held it in 10 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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