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Brown, Lisle/Cummings’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Brown, Lisle/Cummings’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 		$6.83K Sell
65
-78
-55% -$7.89K ﹤0.01% 664
2026
Q1 		$13.3K Buy
+143
New +$13.6K ﹤0.01% 527

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
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, Lisle/Cummings's IWX Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its iShares Russell Top 200 Value ETF (IWX) stake by 55% in Q2 2026, selling an estimated $7.89K and leaving 65 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Brown, Lisle/Cummings first reported a position in IWX in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.3K in Q1 2026. 270 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Brown, Lisle/Cummings held 65 shares of iShares Russell Top 200 Value ETF worth $6.83K as of Q2 2026.
  • Brown, Lisle/Cummings sold 78 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $7.89K.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #664 holding.
  • Brown, Lisle/Cummings first reported a position in iShares Russell Top 200 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's iShares Russell Top 200 Value ETF position peaked at $13.3K in Q1 2026.
  • 270 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.