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 Q2	$69K	Hold	660	–	–	﹤0.01%	1612
2026 Q1	$61K	Buy	+660	New	+$62.8K	﹤0.01%	1620
2025 Q2	–	Sell	-350	Closed	-$29K	–	2526
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	–	1502
2020 Q3	$56K	Buy	+1,104	New	+$56.6K	﹤0.01%	919

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

Bessemer Group's IWX Position: Q2 2026 in Review

Bessemer Group held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 660 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Bessemer Group first reported a position in IWX in Q3 2020 and has held it in 10 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Bessemer Group held 660 shares of iShares Russell Top 200 Value ETF worth $69K as of Q2 2026.
Bessemer Group 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 Bessemer Group's portfolio in Q2 2026, its #1612 holding.
Bessemer Group first reported a position in iShares Russell Top 200 Value ETF in Q3 2020 and has held it in 10 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.