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

Brown Advisory’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	$1.71M	Hold	18,412	–	–	﹤0.01%	718
2025 Q4	$1.69M	Buy	+18,412	New	+$1.65M	﹤0.01%	720

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

Brown Advisory's IWX Position: Q1 2026 in Review

Brown Advisory held its iShares Russell Top 200 Value ETF (IWX) position steady in Q1 2026 at 18,412 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Brown Advisory first reported a position in IWX in Q4 2025 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Brown Advisory held 18,412 shares of iShares Russell Top 200 Value ETF worth $1.71M as of Q1 2026.
Brown Advisory left its iShares Russell Top 200 Value ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #718 holding.
Brown Advisory first reported a position in iShares Russell Top 200 Value ETF in Q4 2025 and has held it in 2 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.