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

Veridan Wealth’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	$6.76M	Sell	64,262 -3,035	-5%	-$307K	2.3%	5
2026 Q1	$6.24M	Buy	67,297 +439	+0.7%	+$41.8K	2.31%	6
2025 Q4	$6.14M	Buy	66,858 +470	+0.7%	+$42.2K	2.06%	8
2025 Q3	$5.83M	Buy	+66,388	New	+$5.7M	2.01%	8
2025 Q1	$5.52M	Buy	67,148 +10,792	+19%	+$888K	2.49%	5
2024 Q4	$4.68M	Buy	+56,356	New	+$4.62M	2.19%	8
2024 Q2	$5.48M	Buy	+65,039	New	+$4.87M	2.2%	7

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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 22.9% 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

Veridan Wealth's IWX Position: Q2 2026 in Review

Veridan Wealth reduced its iShares Russell Top 200 Value ETF (IWX) stake by 4.5% in Q2 2026, selling an estimated $307K and leaving 64,262 shares worth $6.76M. The position accounts for 2.3% of the portfolio, ranked #5.

Veridan Wealth first reported a position in IWX in Q2 2024 and has held it in 7 quarters since. 270 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Veridan Wealth held 64,262 shares of iShares Russell Top 200 Value ETF worth $6.76M as of Q2 2026.
Veridan Wealth sold 3,035 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $307K.
iShares Russell Top 200 Value ETF made up 2.3% of Veridan Wealth's portfolio in Q2 2026, its #5 holding.
Veridan Wealth first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and has held it in 7 quarters since.
270 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.