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

Ameriprise’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 		$35.6M Sell
383,852
-50,721
-12% -$4.83M 0.01% 1052
2025
Q4 		$39.9M Buy
434,573
+101,464
+30% +$9.11M 0.01% 1007
2025
Q3 		$29.3M Buy
333,109
+34,617
+12% +$2.97M 0.01% 1170
2025
Q2 		$25.1M Sell
298,492
-57,045
-16% -$4.59M 0.01% 1212
2025
Q1 		$29.2M Sell
355,537
-42,083
-11% -$3.46M 0.01% 1104
2024
Q4 		$31.4M Buy
397,620
+18,260
+5% +$1.5M 0.01% 1089
2024
Q3 		$30.8M Buy
379,360
+15,012
+4% +$1.17M 0.01% 1083
2024
Q2 		$27.3M Sell
364,348
-77,598
-18% -$5.8M 0.01% 1091
2024
Q1 		$33.7M Buy
441,946
+306,888
+227% +$22.2M 0.01% 989
2023
Q4 		$9.48M Buy
135,058
+5,496
+4% +$365K ﹤0.01% 1822
2023
Q3 		$8.46M Buy
129,562
+10,842
+9% +$736K ﹤0.01% 1832
2023
Q2 		$8.01M Buy
118,720
+1,277
+1% +$84K ﹤0.01% 1979
2023
Q1 		$7.65M Buy
117,443
+48,976
+72% +$3.21M ﹤0.01% 1988
2022
Q4 		$4.45M Sell
68,467
-1,155
-2% -$73.7K ﹤0.01% 2366
2022
Q3 		$4.02M Sell
69,622
-1,194
-2% -$75.9K ﹤0.01% 2368
2022
Q2 		$4.38M Buy
70,816
+299
+0.4% +$19.7K ﹤0.01% 2379
2022
Q1 		$4.91M Buy
70,517
+912
+1% +$63K ﹤0.01% 2440
2021
Q4 		$4.88M Sell
69,605
-84
-0.1% -$5.75K ﹤0.01% 2476
2021
Q3 		$4.58M Buy
69,689
+1,205
+2% +$81K ﹤0.01% 2451
2021
Q2 		$4.55M Sell
68,484
-71
-0.1% -$4.71K ﹤0.01% 2516
2021
Q1 		$4.37M Sell
68,555
-7,562
-10% -$460K ﹤0.01% 2476
2020
Q4 		$4.41M Sell
76,117
-25,866
-25% -$1.41M ﹤0.01% 2360
2020
Q3 		$5.24M Buy
101,983
+5,605
+6% +$287K ﹤0.01% 2043
2020
Q2 		$4.71M Buy
96,378
+3,506
+4% +$169K ﹤0.01% 2112
2020
Q1 		$4.1M Buy
92,872
+645
+0.7% +$34.7K ﹤0.01% 2043
2019
Q4 		$5.4M Sell
92,227
-13,007
-12% -$735K ﹤0.01% 2193
2019
Q3 		$5.76M Buy
105,234
+12,111
+13% +$658K ﹤0.01% 2112
2019
Q2 		$5.03M Sell
93,123
-9,504
-9% -$507K ﹤0.01% 2248
2019
Q1 		$5.39M Buy
102,627
+20,839
+25% +$1.07M ﹤0.01% 2171
2018
Q4 		$3.91M Sell
81,788
-1,863
-2% -$95.4K ﹤0.01% 2284
2018
Q3 		$4.47M Sell
83,651
-235
-0.3% -$12.4K ﹤0.01% 2407
2018
Q2 		$4.27M Buy
83,886
+4,515
+6% +$230K ﹤0.01% 2352
2018
Q1 		$4M Buy
79,371
+597
+0.8% +$31.5K ﹤0.01% 2333
2017
Q4 		$4.13M Sell
78,774
-2,058
-3% -$105K ﹤0.01% 2259
2017
Q3 		$4.04M Sell
80,832
-14
-0% -$686 ﹤0.01% 2236
2017
Q2 		$3.95M Sell
80,846
-640
-0.8% -$30.9K ﹤0.01% 2252
2017
Q1 		$3.98M Sell
81,486
-1,172
-1% -$56.5K ﹤0.01% 2214
2016
Q4 		$3.88M Sell
82,658
-2,161
-3% -$98.1K ﹤0.01% 2245
2016
Q3 		$3.69M Sell
84,819
-8,937
-10% -$395K ﹤0.01% 2217
2016
Q2 		$4.07M Buy
93,756
+1,499
+2% +$63.7K ﹤0.01% 2102
2016
Q1 		$3.84M Buy
92,257
+6,066
+7% +$241K ﹤0.01% 2137
2015
Q4 		$3.6M Sell
86,191
-831
-1% -$34.9K ﹤0.01% 2245
2015
Q3 		$3.4M Sell
87,022
-7,326
-8% -$306K ﹤0.01% 2275
2015
Q2 		$4.12M Sell
94,348
-32,172
-25% -$1.42M ﹤0.01% 2279
2015
Q1 		$5.47M Sell
126,520
-16,063
-11% -$701K ﹤0.01% 2052
2014
Q4 		$6.35M Buy
142,583
+803
+0.6% +$34.8K ﹤0.01% 1897
2014
Q3 		$6.06M Buy
141,780
+583
+0.4% +$25.1K ﹤0.01% 1899
2014
Q2 		$6.05M Sell
141,197
-4,312
-3% -$179K ﹤0.01% 1945
2014
Q1 		$5.95M Sell
145,509
-5,528
-4% -$220K ﹤0.01% 1902
2013
Q4 		$6.08M Sell
151,037
-5,295
-3% -$205K ﹤0.01% 1878
2013
Q3 		$5.72M Sell
156,332
-2,865
-2% -$106K ﹤0.01% 1855
2013
Q2 		$5.7M Buy
+159,197
New +$5.67M ﹤0.01% 1808

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
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
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
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
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

Ameriprise's IWX Position: Q1 2026 in Review

Ameriprise reduced its iShares Russell Top 200 Value ETF (IWX) stake by 12% in Q1 2026, selling an estimated $4.83M and leaving 383,852 shares worth $35.6M. The position accounts for 0.01% of the portfolio, ranked #1052.

Ameriprise first reported a position in IWX in Q2 2013 and has held it in 52 quarters since. The position peaked at $39.9M in Q4 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Ameriprise held 383,852 shares of iShares Russell Top 200 Value ETF worth $35.6M as of Q1 2026.
  • Ameriprise sold 50,721 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $4.83M.
  • iShares Russell Top 200 Value ETF made up 0.01% of Ameriprise's portfolio in Q1 2026, its #1052 holding.
  • Ameriprise first reported a position in iShares Russell Top 200 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's iShares Russell Top 200 Value ETF position peaked at $39.9M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

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