Clark Capital Management Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Clark Capital Management Group’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	$62.4M	Sell	673,500 -48,545	-7%	-$4.62M	0.39%	84
2025 Q4	$66.3M	Buy	+722,045	New	+$64.8M	0.41%	83
2025 Q2	–	Sell	-1,250,520	Closed	-$103M	–	447
2025 Q1	$103M	Buy	+1,250,520	New	+$103M	0.74%	30
2024 Q4	–	Sell	-2,150,162	Closed	-$175M	–	433
2024 Q3	$175M	Buy	+2,150,162	New	+$168M	1.2%	13

Other funds holding IWX

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $374B AUM 17.66% 1-Year Est. Return

AWM

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $4.2B AUM 18.37% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Clark Capital Management Group's IWX Position: Q1 2026 in Review

Clark Capital Management Group reduced its iShares Russell Top 200 Value ETF (IWX) stake by 6.7% in Q1 2026, selling an estimated $4.62M and leaving 673,500 shares worth $62.4M. The position accounts for 0.39% of the portfolio, ranked #84.

Clark Capital Management Group first reported a position in IWX in Q3 2024 and has held it in 4 quarters since. The position peaked at $175M in Q3 2024. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Clark Capital Management Group held 673,500 shares of iShares Russell Top 200 Value ETF worth $62.4M as of Q1 2026.
Clark Capital Management Group sold 48,545 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $4.62M.
iShares Russell Top 200 Value ETF made up 0.39% of Clark Capital Management Group's portfolio in Q1 2026, its #84 holding.
Clark Capital Management Group first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 4 quarters since.
Clark Capital Management Group's iShares Russell Top 200 Value ETF position peaked at $175M in Q3 2024.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.