Citigroup
IWX icon

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

Citigroup’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 		$2.37M Buy
22,509
+14,903
+196% +$1.51M ﹤0.01% 2801
2026
Q1 		$705K Buy
7,606
+6,286
+476% +$598K ﹤0.01% 3339
2025
Q4 		$121K Sell
1,320
-55
-4% -$4.94K ﹤0.01% 4242
2025
Q3 		$121K Buy
1,375
+34
+3% +$2.92K ﹤0.01% 4187
2025
Q2 		$113K Buy
+1,341
New +$108K ﹤0.01% 4347
2025
Q1 		– Sell
-989
Closed -$78.2K – 5770
2024
Q4 		$78.2K Sell
989
-3,304
-77% -$271K ﹤0.01% 4941
2024
Q3 		$349K Buy
+4,293
New +$335K ﹤0.01% 3970
2022
Q3 		– Sell
-29,500
Closed -$1.82M – 6079
2022
Q2 		$1.82M Hold
29,500
– – ﹤0.01% 2172
2022
Q1 		$2.06M Sell
29,500
-800
-3% -$55.3K ﹤0.01% 2332
2021
Q4 		$2.12M Hold
30,300
– – ﹤0.01% 2578
2021
Q3 		$1.99M Hold
30,300
– – ﹤0.01% 2555
2021
Q2 		$2.01M Sell
30,300
-8,065
-21% -$535K ﹤0.01% 2664
2021
Q1 		$2.44M Buy
38,365
+8,000
+26% +$486K ﹤0.01% 2370
2020
Q4 		$1.76M Sell
30,365
-6,919
-19% -$378K ﹤0.01% 2983
2020
Q3 		$1.9M Buy
37,284
+1,000
+3% +$51.3K ﹤0.01% 2695
2020
Q2 		$1.77M Buy
36,284
+15,200
+72% +$734K ﹤0.01% 2957
2020
Q1 		$930K Buy
21,084
+681
+3% +$36.6K ﹤0.01% 3249
2019
Q4 		$1.19M Buy
20,403
+5,000
+32% +$283K ﹤0.01% 3575
2019
Q3 		$844K Hold
15,403
– – ﹤0.01% 3834
2019
Q2 		$832K Hold
15,403
– – ﹤0.01% 3857
2019
Q1 		$810K Buy
15,403
+191
+1% +$9.78K ﹤0.01% 3639
2018
Q4 		$727K Buy
15,212
+1,100
+8% +$56.3K ﹤0.01% 3726
2018
Q3 		$756K Buy
14,112
+194
+1% +$10.2K ﹤0.01% 3798
2018
Q2 		$707K Hold
13,918
– – ﹤0.01% 3726
2018
Q1 		$702K Hold
13,918
– – ﹤0.01% 3621
2017
Q4 		$730K Sell
13,918
-300
-2% -$15.3K ﹤0.01% 3676
2017
Q3 		$710K Hold
14,218
– – ﹤0.01% 3728
2017
Q2 		$695K Hold
14,218
– – ﹤0.01% 3673
2017
Q1 		$685K Hold
14,218
– – ﹤0.01% 3593
2016
Q4 		$668K Buy
14,218
+5,000
+54% +$227K ﹤0.01% 4080
2016
Q3 		$407K Sell
9,218
-700
-7% -$30.9K ﹤0.01% 4084
2016
Q2 		$430K Sell
9,918
-248
-2% -$10.5K ﹤0.01% 3827
2016
Q1 		$422K Buy
10,166
+248
+3% +$9.86K ﹤0.01% 4311
2015
Q4 		$413K Buy
9,918
+600
+6% +$25.2K ﹤0.01% 4055
2015
Q3 		$364K Sell
9,318
-114
-1% -$4.77K ﹤0.01% 4040
2015
Q2 		$412K Buy
9,432
+114
+1% +$5.04K ﹤0.01% 3878
2015
Q1 		$402K Hold
9,318
– – ﹤0.01% 3950
2014
Q4 		$413K Hold
9,318
– – ﹤0.01% 4060
2014
Q3 		$398K Hold
9,318
– – ﹤0.01% 3704
2014
Q2 		$399K Hold
9,318
– – ﹤0.01% 3610
2014
Q1 		$381K Buy
9,318
+700
+8% +$27.8K ﹤0.01% 3732
2013
Q4 		$347K Buy
8,618
+5,000
+138% +$193K ﹤0.01% 4148
2013
Q3 		$132K Buy
3,618
+528
+17% +$19.6K ﹤0.01% 4496
2013
Q2 		$111K Buy
+3,090
New +$110K ﹤0.01% 4764

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 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
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
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

Citigroup's IWX Position: Q2 2026 in Review

Citigroup increased its iShares Russell Top 200 Value ETF (IWX) stake by 196% in Q2 2026, buying an estimated $1.51M and bringing the position to 22,509 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

Citigroup first reported a position in IWX in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.44M in Q1 2021. 268 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Citigroup held 22,509 shares of iShares Russell Top 200 Value ETF worth $2.37M as of Q2 2026.
  • Citigroup bought 14,903 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $1.51M.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #2801 holding.
  • Citigroup first reported a position in iShares Russell Top 200 Value ETF in Q2 2013 and has held it in 44 quarters since.
  • Citigroup's iShares Russell Top 200 Value ETF position peaked at $2.44M in Q1 2021.
  • 268 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.