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 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

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

SouthState Corp's IWX Position: Q2 2026 in Review

SouthState Corp increased its iShares Russell Top 200 Value ETF (IWX) stake by 12% in Q2 2026, buying an estimated $12K and bringing the position to 1,132 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #405.

SouthState Corp first reported a position in IWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $156K in Q1 2025. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

SouthState Corp held 1,132 shares of iShares Russell Top 200 Value ETF worth $119K as of Q2 2026.
SouthState Corp bought 119 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $12K.
iShares Russell Top 200 Value ETF made up 0.01% of SouthState Corp's portfolio in Q2 2026, its #405 holding.
SouthState Corp first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 11 quarters since.
SouthState Corp's iShares Russell Top 200 Value ETF position peaked at $156K in Q1 2025.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.