SouthState Corp’s iShares Russell Top 200 Value ETF IWX Stock Holding History

SouthState Corp’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 Q3	$319K	Buy	2,913 +1,781	+157%	+$197K	0.01%	300
2026 Q2	$119K	Buy	1,132 +119	+12%	+$12K	0.01%	405
2026 Q1	$93.9K	Hold	1,013	–	–	﹤0.01%	387
2025 Q4	$93.1K	Hold	1,013	–	–	﹤0.01%	386
2025 Q3	$89K	Hold	1,013	–	–	﹤0.01%	390
2025 Q2	$85.3K	Sell	1,013 -885	-47%	-$71.2K	﹤0.01%	444
2025 Q1	$156K	Hold	1,898	–	–	0.01%	364
2024 Q4	$150K	Hold	1,898	–	–	0.01%	279
2024 Q3	$154K	Hold	1,898	–	–	0.01%	273
2024 Q2	$142K	Hold	1,898	–	–	0.01%	274
2024 Q1	$145K	Hold	1,898	–	–	0.01%	272
2023 Q4	$133K	Buy	+1,898	New	+$126K	0.01%	266

Other funds holding IWX

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SouthState Corp's IWX Position: Q3 2026 in Review

SouthState Corp increased its iShares Russell Top 200 Value ETF (IWX) stake by 157% in Q3 2026, buying an estimated $197K and bringing the position to 2,913 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #300.

SouthState Corp first reported a position in IWX in Q4 2023 and has held it in 12 quarters since. 167 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

SouthState Corp held 2,913 shares of iShares Russell Top 200 Value ETF worth $319K as of Q3 2026.
SouthState Corp bought 1,781 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $197K.
iShares Russell Top 200 Value ETF made up 0.01% of SouthState Corp's portfolio in Q3 2026, its #300 holding.
SouthState Corp first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 12 quarters since.
167 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on SouthState Corp's 13F filing for Q3 2026, filed 9 Nov 2026.