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 Q2	$1.83M	Sell	17,444 -968	-5%	-$98K	﹤0.01%	750
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 $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

Brown Advisory's IWX Position: Q2 2026 in Review

Brown Advisory reduced its iShares Russell Top 200 Value ETF (IWX) stake by 5.3% in Q2 2026, selling an estimated $98K and leaving 17,444 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Brown Advisory first reported a position in IWX in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Brown Advisory held 17,444 shares of iShares Russell Top 200 Value ETF worth $1.83M as of Q2 2026.
Brown Advisory sold 968 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $98K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #750 holding.
Brown Advisory first reported a position in iShares Russell Top 200 Value ETF in Q4 2025 and has held it in 3 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.