Smartleaf Asset Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Smartleaf Asset 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 Q1	$773K	Hold	8,511	–	–	0.03%	452
2025 Q4	$787K	Hold	8,511	–	–	0.03%	420
2025 Q3	$747K	Hold	8,511	–	–	0.05%	388
2025 Q2	$714K	Sell	8,511 -989	-10%	-$79.6K	0.06%	311
2025 Q1	$773K	Hold	9,500	–	–	0.07%	278
2024 Q4	$749K	Hold	9,500	–	–	0.08%	266
2024 Q3	$769K	Hold	9,500	–	–	0.09%	239
2024 Q2	$711K	Buy	+9,500	New	+$711K	0.12%	199

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B 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 $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 $4.48B AUM 24.77% 1-Year Est. Return

Smartleaf Asset Management's IWX Position: Q1 2026 in Review

Smartleaf Asset Management held its iShares Russell Top 200 Value ETF (IWX) position steady in Q1 2026 at 8,511 shares worth $773K. The position accounts for 0.03% of the portfolio, ranked #452.

Smartleaf Asset Management first reported a position in IWX in Q2 2024 and has held it in 8 quarters since. The position peaked at $787K in Q4 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Smartleaf Asset Management held 8,511 shares of iShares Russell Top 200 Value ETF worth $773K as of Q1 2026.
Smartleaf Asset Management left its iShares Russell Top 200 Value ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Value ETF made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #452 holding.
Smartleaf Asset Management first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's iShares Russell Top 200 Value ETF position peaked at $787K in Q4 2025.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.