Vantage Point Financial’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Vantage Point Financial’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	$463K	Hold	4,407	–	–	0.14%	101
2026 Q1	$408K	Sell	4,407 -109	-2%	-$10.4K	0.14%	100
2025 Q4	$415K	Buy	4,516 +1	+0%	+$90	0.15%	104
2025 Q3	$397K	Hold	4,515	–	–	0.15%	100
2025 Q2	$380K	Buy	4,515 +1	+0%	+$80	0.17%	94
2025 Q1	$371K	Sell	4,514 -175	-4%	-$14.4K	0.19%	81
2024 Q4	$371K	Buy	+4,689	New	+$385K	0.2%	75

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

Vantage Point Financial's IWX Position: Q2 2026 in Review

Vantage Point Financial held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 4,407 shares worth $463K. The position accounts for 0.14% of the portfolio, ranked #101.

Vantage Point Financial first reported a position in IWX in Q4 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Vantage Point Financial held 4,407 shares of iShares Russell Top 200 Value ETF worth $463K as of Q2 2026.
Vantage Point Financial left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.14% of Vantage Point Financial's portfolio in Q2 2026, its #101 holding.
Vantage Point Financial first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 7 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.