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 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 $26B 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 22.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Veridan Wealth's IWX Position: Q1 2026 in Review

Veridan Wealth increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.66% in Q1 2026, buying an estimated $41.8K and bringing the position to 67,297 shares worth $6.24M. The position accounts for 2.31% of the portfolio, ranked #6.

Veridan Wealth first reported a position in IWX in Q2 2024 and has held it in 6 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Veridan Wealth held 67,297 shares of iShares Russell Top 200 Value ETF worth $6.24M as of Q1 2026.
Veridan Wealth bought 439 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $41.8K.
iShares Russell Top 200 Value ETF made up 2.31% of Veridan Wealth's portfolio in Q1 2026, its #6 holding.
Veridan Wealth first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and has held it in 6 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.