Wall Capital Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Wall Capital 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 Q2	$8.21M	Buy	+78,088	New	+$7.9M	6.72%	5

Other funds holding IWX

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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 $424B AUM 22.96% 1-Year Est. Return

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

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

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Wall Capital Group's IWX Position: Q2 2026 in Review

Wall Capital Group opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 78,088 shares worth $8.21M. The stake represents 6.72% of the portfolio and ranks #5 among its holdings.

123 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Wall Capital Group held 78,088 shares of iShares Russell Top 200 Value ETF worth $8.21M as of Q2 2026.
iShares Russell Top 200 Value ETF was a new Wall Capital Group position in Q2 2026.
iShares Russell Top 200 Value ETF made up 6.72% of Wall Capital Group's portfolio in Q2 2026, its #5 holding.
123 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.