Victory Financial Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Victory Financial Group’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	$759K	Buy	8,193 +61	+0.8%	+$5.8K	0.09%	146
2025 Q4	$747K	Sell	8,132 -325	-4%	-$29.2K	0.09%	146
2025 Q3	$743K	Hold	8,457	–	–	0.1%	114
2025 Q2	$712K	Hold	8,457	–	–	0.11%	93
2025 Q1	$695K	Buy	8,457 +30	+0.4%	+$2.47K	0.13%	83
2024 Q4	$666K	Buy	+8,427	New	+$691K	0.18%	68
2024 Q2	$624K	Hold	8,337	–	–	0.29%	39
2024 Q1	$636K	Hold	8,337	–	–	0.38%	30
2023 Q4	$585K	Buy	+8,337	New	+$553K	0.4%	33

Other funds holding IWX

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return