Brinker Capital Investments’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Brinker Capital Investments’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	$22.8M	Sell	217,189 -65,279	-23%	-$6.61M	0.17%	94
2026 Q1	$26.2M	Sell	282,468 -79,492	-22%	-$7.56M	0.22%	77
2025 Q4	$33.2M	Buy	+361,960	New	+$32.5M	0.24%	67
2025 Q2	–	Sell	-553,731	Closed	-$45.5M	–	2022
2025 Q1	$45.5M	Buy	+553,731	New	+$45.6M	0.45%	35
2024 Q4	–	Sell	-785,458	Closed	-$63.8M	–	1873
2024 Q3	$63.8M	Buy	+785,458	New	+$61.3M	0.64%	20

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

Brinker Capital Investments's IWX Position: Q2 2026 in Review

Brinker Capital Investments reduced its iShares Russell Top 200 Value ETF (IWX) stake by 23% in Q2 2026, selling an estimated $6.61M and leaving 217,189 shares worth $22.8M. The position accounts for 0.17% of the portfolio, ranked #94.

Brinker Capital Investments first reported a position in IWX in Q3 2024 and has held it in 5 quarters since. The position peaked at $63.8M in Q3 2024. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Brinker Capital Investments held 217,189 shares of iShares Russell Top 200 Value ETF worth $22.8M as of Q2 2026.
Brinker Capital Investments sold 65,279 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $6.61M.
iShares Russell Top 200 Value ETF made up 0.17% of Brinker Capital Investments's portfolio in Q2 2026, its #94 holding.
Brinker Capital Investments first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 5 quarters since.
Brinker Capital Investments's iShares Russell Top 200 Value ETF position peaked at $63.8M in Q3 2024.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.