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 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 $26B 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 $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 Los Angeles, California $32.7B 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

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

Brinker Capital Investments's IWX Position: Q1 2026 in Review

Brinker Capital Investments reduced its iShares Russell Top 200 Value ETF (IWX) stake by 22% in Q1 2026, selling an estimated $7.56M and leaving 282,468 shares worth $26.2M. The position accounts for 0.22% of the portfolio, ranked #77.

Brinker Capital Investments first reported a position in IWX in Q3 2024 and has held it in 4 quarters since. The position peaked at $63.8M in Q3 2024. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Brinker Capital Investments held 282,468 shares of iShares Russell Top 200 Value ETF worth $26.2M as of Q1 2026.
Brinker Capital Investments sold 79,492 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $7.56M.
iShares Russell Top 200 Value ETF made up 0.22% of Brinker Capital Investments's portfolio in Q1 2026, its #77 holding.
Brinker Capital Investments first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 4 quarters since.
Brinker Capital Investments's iShares Russell Top 200 Value ETF position peaked at $63.8M in Q3 2024.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.