Bessemer Group
IWX icon

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

Bessemer 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
Q1 		$61K Buy
+660
New +$62.8K ﹤0.01% 1620
2025
Q2 		– Sell
-350
Closed -$29K – 2533
2025
Q1 		$29K Hold
350
– – ﹤0.01% 1415
2024
Q4 		$28K Hold
350
– – ﹤0.01% 1409
2024
Q3 		$28K Hold
350
– – ﹤0.01% 1453
2024
Q2 		$26K Hold
350
– – ﹤0.01% 1358
2024
Q1 		$27K Hold
350
– – ﹤0.01% 1396
2023
Q4 		$25K Hold
350
– – ﹤0.01% 1440
2023
Q3 		$23K Buy
+350
New +$23.8K ﹤0.01% 1453
2020
Q4 		– Sell
-1,104
Closed -$56K – 1517
2020
Q3 		$56K Buy
+1,104
New +$56.6K ﹤0.01% 919

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
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
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 $25.5B 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 $376B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return