BLB&B Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

BLB&B 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	$251K	Hold	2,387	–	–	0.01%	262
2026 Q1	$221K	Hold	2,387	–	–	0.01%	265
2025 Q4	$219K	Hold	2,387	–	–	0.01%	267
2025 Q3	$210K	Hold	2,387	–	–	0.01%	267
2025 Q2	$201K	Buy	+2,387	New	+$192K	0.01%	267

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

BLB&B Advisors's IWX Position: Q2 2026 in Review

BLB&B Advisors held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 2,387 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #262.

BLB&B Advisors first reported a position in IWX in Q2 2025 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

BLB&B Advisors held 2,387 shares of iShares Russell Top 200 Value ETF worth $251K as of Q2 2026.
BLB&B 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 BLB&B Advisors's portfolio in Q2 2026, its #262 holding.
BLB&B Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2025 and has held it in 5 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on BLB&B Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.