Brown Brothers Harriman & Co’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Brown Brothers Harriman & Co’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	$401K	Sell	4,330 -234	-5%	-$22.3K	﹤0.01%	670
2025 Q4	$419K	Hold	4,564	–	–	﹤0.01%	580
2025 Q3	$401K	Hold	4,564	–	–	﹤0.01%	533
2025 Q2	$384K	Hold	4,564	–	–	﹤0.01%	511
2025 Q1	$375K	Hold	4,564	–	–	﹤0.01%	452
2024 Q4	$361K	Hold	4,564	–	–	﹤0.01%	466
2024 Q3	$371K	Hold	4,564	–	–	﹤0.01%	464
2024 Q2	$341K	Hold	4,564	–	–	﹤0.01%	439
2024 Q1	$348K	Hold	4,564	–	–	﹤0.01%	426
2023 Q4	$320K	Hold	4,564	–	–	﹤0.01%	422
2023 Q3	$298K	Hold	4,564	–	–	﹤0.01%	420
2023 Q2	$308K	Hold	4,564	–	–	﹤0.01%	399
2023 Q1	$297K	Buy	+4,564	New	+$299K	﹤0.01%	412

Other funds holding IWX

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

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