Bank of America
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Bank of America’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Bank of America’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 		$22.4M Buy
242,091
+4,677
+2% +$445K ﹤0.01% 2286
2025
Q4 		$21.8M Buy
237,414
+15
+0% +$1.35K ﹤0.01% 2225
2025
Q3 		$20.9M Buy
237,399
+29,001
+14% +$2.49M ﹤0.01% 2575
2025
Q2 		$17.5M Sell
208,398
-16,945
-8% -$1.36M ﹤0.01% 2693
2025
Q1 		$18.5M Buy
225,343
+2,902
+1% +$239K ﹤0.01% 2519
2024
Q4 		$17.6M Buy
222,441
+27,820
+14% +$2.28M ﹤0.01% 2421
2024
Q3 		$15.8M Buy
194,621
+33,018
+20% +$2.58M ﹤0.01% 2625
2024
Q2 		$12.1M Buy
161,603
+6,358
+4% +$476K ﹤0.01% 2753
2024
Q1 		$11.8M Sell
155,245
-32,619
-17% -$2.36M ﹤0.01% 2825
2023
Q4 		$13.2M Buy
187,864
+2,456
+1% +$163K ﹤0.01% 2582
2023
Q3 		$12.1M Buy
185,408
+6,080
+3% +$413K ﹤0.01% 2541
2023
Q2 		$12.1M Buy
179,328
+2,636
+1% +$173K ﹤0.01% 2522
2023
Q1 		$11.5M Sell
176,692
-1,087
-0.6% -$71.3K ﹤0.01% 2688
2022
Q4 		$11.6M Sell
177,779
-30,058
-14% -$1.92M ﹤0.01% 2545
2022
Q3 		$12M Buy
207,837
+8,014
+4% +$509K ﹤0.01% 2428
2022
Q2 		$12.3M Buy
199,823
+11,081
+6% +$731K ﹤0.01% 2473
2022
Q1 		$13.1M Buy
188,742
+14,630
+8% +$1.01M ﹤0.01% 2589
2021
Q4 		$12.2M Sell
174,112
-2,804
-2% -$192K ﹤0.01% 2725
2021
Q3 		$11.6M Buy
176,916
+17,422
+11% +$1.17M ﹤0.01% 2688
2021
Q2 		$10.6M Buy
159,494
+1,380
+0.9% +$91.5K ﹤0.01% 2775
2021
Q1 		$10.1M Sell
158,114
-201,983
-56% -$12.3M ﹤0.01% 2711
2020
Q4 		$20.9M Buy
360,097
+2,205
+0.6% +$121K ﹤0.01% 1851
2020
Q3 		$18.3M Buy
357,892
+9,459
+3% +$485K ﹤0.01% 1786
2020
Q2 		$17M Buy
348,433
+109,399
+46% +$5.28M ﹤0.01% 1739
2020
Q1 		$10.5M Sell
239,034
-83,692
-26% -$4.5M ﹤0.01% 2022
2019
Q4 		$18.9M Buy
322,726
+69,242
+27% +$3.91M ﹤0.01% 1932
2019
Q3 		$13.9M Sell
253,484
-28,284
-10% -$1.54M ﹤0.01% 2178
2019
Q2 		$15.2M Sell
281,768
-241
-0.1% -$12.9K ﹤0.01% 2115
2019
Q1 		$14.8M Buy
282,009
+8,189
+3% +$419K ﹤0.01% 2117
2018
Q4 		$13.1M Sell
273,820
-598
-0.2% -$30.6K ﹤0.01% 2042
2018
Q3 		$14.7M Sell
274,418
-6,038
-2% -$319K ﹤0.01% 2104
2018
Q2 		$14.3M Sell
280,456
-541
-0.2% -$27.6K ﹤0.01% 2111
2018
Q1 		$14.2M Sell
280,997
-56,475
-17% -$2.98M ﹤0.01% 2083
2017
Q4 		$17.7M Sell
337,472
-1,972
-0.6% -$101K ﹤0.01% 1920
2017
Q3 		$17M Buy
339,444
+91
+0% +$4.46K ﹤0.01% 2014
2017
Q2 		$16.6M Sell
339,353
-4,431
-1% -$214K ﹤0.01% 1905
2017
Q1 		$16.6M Buy
343,784
+170,427
+98% +$8.21M ﹤0.01% 1920
2016
Q4 		$8.15M Buy
173,357
+81,826
+89% +$3.71M ﹤0.01% 2488
2016
Q3 		$4.04M Sell
91,531
-3,269
-3% -$144K ﹤0.01% 3027
2016
Q2 		$4.11M Buy
94,800
+6,967
+8% +$296K ﹤0.01% 2963
2016
Q1 		$3.66M Buy
87,833
+15,684
+22% +$624K ﹤0.01% 3047
2015
Q4 		$3.01M Buy
72,149
+25,275
+54% +$1.06M ﹤0.01% 3441
2015
Q3 		$1.83M Buy
46,874
+4,716
+11% +$197K ﹤0.01% 3851
2015
Q2 		$1.84M Buy
42,158
+3,163
+8% +$140K ﹤0.01% 3553
2015
Q1 		$1.69M Sell
38,995
-69,404
-64% -$3.03M ﹤0.01% 3387
2014
Q4 		$4.83M Sell
108,399
-23,943
-18% -$1.04M ﹤0.01% 2582
2014
Q3 		$5.66M Sell
132,342
-6,817
-5% -$293K ﹤0.01% 2467
2014
Q2 		$5.96M Buy
139,159
+25,546
+22% +$1.06M ﹤0.01% 2400
2014
Q1 		$4.65M Sell
113,613
-107,169
-49% -$4.26M ﹤0.01% 2461
2013
Q4 		$8.88M Sell
220,782
-140,321
-39% -$5.42M ﹤0.01% 1957
2013
Q3 		$13.2M Sell
361,103
-15,767
-4% -$586K 0.01% 1555
2013
Q2 		$13.5M Buy
+376,870
New +$13.4M 0.01% 1499

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

Bank of America's IWX Position: Q1 2026 in Review

Bank of America increased its iShares Russell Top 200 Value ETF (IWX) stake by 2% in Q1 2026, buying an estimated $445K and bringing the position to 242,091 shares worth $22.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Bank of America first reported a position in IWX in Q2 2013 and has held it in 52 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Bank of America held 242,091 shares of iShares Russell Top 200 Value ETF worth $22.4M as of Q1 2026.
  • Bank of America bought 4,677 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $445K.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2286 holding.
  • Bank of America first reported a position in iShares Russell Top 200 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.