BlackRock

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

BlackRock’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	$391K	Hold	4,214	–	–	﹤0.01%	4589
2025 Q4	$387K	Hold	4,214	–	–	﹤0.01%	4550
2025 Q3	$370K	Hold	4,214	–	–	﹤0.01%	4536
2025 Q2	$355K	Hold	4,214	–	–	﹤0.01%	4524
2025 Q1	$346K	Hold	4,214	–	–	﹤0.01%	4485
2024 Q4	$333K	Buy	+4,214	New	+$346K	﹤0.01%	4519
2023 Q2	–	Sell	-36	Closed	-$2.34K	–	5557
2023 Q1	$2.34K	Sell	36 -47	-57%	-$3.08K	﹤0.01%	5436
2022 Q4	$5.39K	Hold	83	–	–	﹤0.01%	5519
2022 Q3	$5K	Sell	83 -5	-6%	-$318	﹤0.01%	5634
2022 Q2	$5K	Buy	88 +52	+144%	+$3.43K	﹤0.01%	5681
2022 Q1	$3K	Hold	36	–	–	﹤0.01%	5715
2021 Q4	$3K	Hold	36	–	–	﹤0.01%	5682
2021 Q3	$2K	Hold	36	–	–	﹤0.01%	5537
2021 Q2	$2K	Hold	36	–	–	﹤0.01%	5429
2021 Q1	$2K	Hold	36	–	–	﹤0.01%	5205
2020 Q4	$2K	Hold	36	–	–	﹤0.01%	4985
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	4939
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	4908
2020 Q1	$2K	Hold	36	–	–	﹤0.01%	4851
2019 Q4	$2K	Hold	36	–	–	﹤0.01%	4879
2019 Q3	$2K	Hold	36	–	–	﹤0.01%	4879
2019 Q2	$2K	Hold	36	–	–	﹤0.01%	4916
2019 Q1	$2K	Hold	36	–	–	﹤0.01%	4831
2018 Q4	$2K	Hold	36	–	–	﹤0.01%	4832
2018 Q3	$2K	Hold	36	–	–	﹤0.01%	4887
2018 Q2	$2K	Hold	36	–	–	﹤0.01%	4902
2018 Q1	$2K	Hold	36	–	–	﹤0.01%	4816
2017 Q4	$2K	Hold	36	–	–	﹤0.01%	4810
2017 Q3	$2K	Sell	36 -45	-56%	-$2.21K	﹤0.01%	4843
2017 Q2	$4K	Hold	81	–	–	﹤0.01%	4821
2017 Q1	$4K	Hold	81	–	–	﹤0.01%	4812
2016 Q4	$4K	Hold	81	–	–	﹤0.01%	3550
2016 Q3	$4K	Hold	81	–	–	﹤0.01%	3526
2016 Q2	$4K	Hold	81	–	–	﹤0.01%	3540
2016 Q1	$3K	Hold	81	–	–	﹤0.01%	3411
2015 Q4	$3K	Buy	+81	New	+$3.4K	﹤0.01%	3257

Other funds holding IWX

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

First Citizens Bank & Trust Raleigh, North Carolina $4.75B AUM 16.82% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return