Anchor Capital Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Anchor Capital Advisors’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	$267K	Hold	2,540	–	–	0.01%	230
2026 Q1	$235K	Hold	2,540	–	–	0.01%	235
2025 Q4	$233K	Sell	2,540 -30	-1%	-$2.69K	0.01%	242
2025 Q3	$226K	Hold	2,570	–	–	0.01%	238
2025 Q2	$216K	Sell	2,570 -650	-20%	-$52.3K	0.01%	234
2025 Q1	$265K	Hold	3,220	–	–	0.01%	230
2024 Q4	$254K	Hold	3,220	–	–	0.01%	231
2024 Q3	$262K	Sell	3,220 -500	-13%	-$39K	0.01%	232
2024 Q2	$278K	Hold	3,720	–	–	0.01%	223
2024 Q1	$284K	Sell	3,720 -75	-2%	-$5.42K	0.01%	226
2023 Q4	$266K	Hold	3,795	–	–	0.01%	228
2023 Q3	$248K	Hold	3,795	–	–	0.01%	249
2023 Q2	$256K	Hold	3,795	–	–	0.01%	248
2023 Q1	$247K	Hold	3,795	–	–	0.01%	249
2022 Q4	$247K	Hold	3,795	–	–	0.01%	251
2022 Q3	$219K	Hold	3,795	–	–	0.01%	255
2022 Q2	$234K	Hold	3,795	–	–	0.01%	258
2022 Q1	$264K	Hold	3,795	–	–	0.01%	259
2021 Q4	$266K	Hold	3,795	–	–	0.01%	253
2021 Q3	$249K	Hold	3,795	–	–	0.01%	249
2021 Q2	$252K	Hold	3,795	–	–	0.01%	249
2021 Q1	$242K	Hold	3,795	–	–	0.01%	251
2020 Q4	$220K	Sell	3,795 -227	-6%	-$12.4K	0.01%	248
2020 Q3	$205K	Buy	+4,022	New	+$206K	0.01%	246
2020 Q1	–	Sell	-4,022	Closed	-$235K	–	256
2019 Q4	$235K	Hold	4,022	–	–	0.01%	245
2019 Q3	$220K	Hold	4,022	–	–	0.01%	247
2019 Q2	$217K	Hold	4,022	–	–	0.01%	241
2019 Q1	$211K	Buy	+4,022	New	+$206K	﹤0.01%	242
2018 Q2	–	Sell	-14,982	Closed	-$756K	–	300
2018 Q1	$756K	Sell	14,982 -158	-1%	-$8.33K	0.03%	223
2017 Q4	$794K	Sell	15,140 -315	-2%	-$16.1K	0.03%	192
2017 Q3	$772K	Buy	15,455 +1,260	+9%	+$61.8K	0.03%	186
2017 Q2	$694K	Buy	14,195 +375	+3%	+$18.1K	0.03%	189
2017 Q1	$666K	Sell	13,820 -355	-3%	-$17.1K	0.02%	194
2016 Q4	$666K	Buy	14,175 +2,030	+17%	+$92.1K	0.03%	194
2016 Q3	$537K	Buy	12,145 +2,195	+22%	+$97K	0.02%	205
2016 Q2	$431K	Buy	+9,950	New	+$423K	0.01%	219

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B 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 22.96% 1-Year Est. Return

AWM

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

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

RPSA

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

Anchor Capital Advisors's IWX Position: Q2 2026 in Review

Anchor Capital Advisors held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 2,540 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #230.

Anchor Capital Advisors first reported a position in IWX in Q2 2016 and has held it in 36 quarters since. The position peaked at $794K in Q4 2017. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Anchor Capital Advisors held 2,540 shares of iShares Russell Top 200 Value ETF worth $267K as of Q2 2026.
Anchor Capital Advisors left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.01% of Anchor Capital Advisors's portfolio in Q2 2026, its #230 holding.
Anchor Capital Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2016 and has held it in 36 quarters since.
Anchor Capital Advisors's iShares Russell Top 200 Value ETF position peaked at $794K in Q4 2017.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.