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 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 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $4.48B AUM 24.77% 1-Year Est. Return

Brown, Lisle/Cummings's IWX Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q1 2026: 143 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings.

253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Brown, Lisle/Cummings held 143 shares of iShares Russell Top 200 Value ETF worth $13.3K as of Q1 2026.
iShares Russell Top 200 Value ETF was a new Brown, Lisle/Cummings position in Q1 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #527 holding.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.