1832 Asset Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

1832 Asset Management’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	$282K	Hold	3,045	–	–	﹤0.01%	618
2025 Q4	$280K	Hold	3,045	–	–	﹤0.01%	659
2025 Q3	$268K	Sell	3,045 -2,386	-44%	-$205K	﹤0.01%	649
2025 Q2	$457K	Hold	5,431	–	–	﹤0.01%	614
2025 Q1	$446K	Hold	5,431	–	–	﹤0.01%	615
2024 Q4	$429K	Hold	5,431	–	–	﹤0.01%	619
2024 Q3	$441K	Buy	5,431 +78	+1%	+$6.09K	﹤0.01%	634
2024 Q2	$401K	Buy	5,353 +3,045	+132%	+$228K	﹤0.01%	620
2024 Q1	$176K	Hold	2,308	–	–	﹤0.01%	644
2023 Q4	$162K	Hold	2,308	–	–	﹤0.01%	636
2023 Q3	$151K	Hold	2,308	–	–	﹤0.01%	649
2023 Q2	$156K	Hold	2,308	–	–	﹤0.01%	656
2023 Q1	$150K	Hold	2,308	–	–	﹤0.01%	682
2022 Q4	$150K	Buy	+2,308	New	+$147K	﹤0.01%	707
2022 Q2	–	Sell	-2,308	Closed	-$161K	–	909
2022 Q1	$161K	Buy	+2,308	New	+$160K	﹤0.01%	728

Other funds holding IWX

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $4.2B AUM 18.37% 1-Year Est. Return

1832 Asset Management's IWX Position: Q1 2026 in Review

1832 Asset Management held its iShares Russell Top 200 Value ETF (IWX) position steady in Q1 2026 at 3,045 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

1832 Asset Management first reported a position in IWX in Q1 2022 and has held it in 15 quarters since. The position peaked at $457K in Q2 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

1832 Asset Management held 3,045 shares of iShares Russell Top 200 Value ETF worth $282K as of Q1 2026.
1832 Asset Management left its iShares Russell Top 200 Value ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of 1832 Asset Management's portfolio in Q1 2026, its #618 holding.
1832 Asset Management first reported a position in iShares Russell Top 200 Value ETF in Q1 2022 and has held it in 15 quarters since.
1832 Asset Management's iShares Russell Top 200 Value ETF position peaked at $457K in Q2 2025.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.