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Transce3nd’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Transce3nd’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
2025
Q3 		– Sell
-10,246
Closed -$863K – 673
2025
Q2 		$863K Buy
10,246
+966
+10% +$77.7K 0.36% 46
2025
Q1 		$763K Buy
9,280
+1,379
+17% +$113K 0.34% 50
2024
Q4 		$624K Buy
+7,901
New +$648K 0.21% 81

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
FCIS
First Citizens Investor Services Raleigh, North Carolina $262M AUM
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Transce3nd's IWX Position: Q3 2025 in Review

Transce3nd sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2025, closing a stake of 10,246 shares — an estimated $863K sold.

Transce3nd first reported a position in IWX in Q4 2024 and held it in 3 quarters. The position peaked at $863K in Q2 2025. 212 funds tracked by Wall St. Rank hold IWX as of Q3 2025.

  • Transce3nd reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 10,246 iShares Russell Top 200 Value ETF shares in Q3 2025, an estimated $863K.
  • Transce3nd first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's iShares Russell Top 200 Value ETF position peaked at $863K in Q2 2025.
  • 212 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.