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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
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 $26B AUM
Envestnet Portfolio Solutions
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
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
Lido Advisors Los Angeles, California $25.5B 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return