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

Cliff Asness’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	$396K	Hold	3,768	–	–	﹤0.01%	3496
2026 Q1	$349K	Sell	3,768 -2,094	-36%	-$199K	﹤0.01%	3332
2025 Q4	$538K	Buy	5,862 +2,094	+56%	+$188K	﹤0.01%	2870
2025 Q3	$331K	Hold	3,768	–	–	﹤0.01%	3033
2025 Q2	$317K	Hold	3,768	–	–	﹤0.01%	2845
2025 Q1	$310K	Hold	3,768	–	–	﹤0.01%	2677
2024 Q4	$298K	Hold	3,768	–	–	﹤0.01%	2494
2024 Q3	$306K	Hold	3,768	–	–	﹤0.01%	2385
2024 Q2	$282K	Buy	+3,768	New	+$282K	﹤0.01%	2294

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

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

Cliff Asness's IWX Position: Q2 2026 in Review

Cliff Asness held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 3,768 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #3496.

Cliff Asness first reported a position in IWX in Q2 2024 and has held it in 9 quarters since. The position peaked at $538K in Q4 2025. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Cliff Asness held 3,768 shares of iShares Russell Top 200 Value ETF worth $396K as of Q2 2026.
Cliff Asness left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3496 holding.
Cliff Asness first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and has held it in 9 quarters since.
Cliff Asness's iShares Russell Top 200 Value ETF position peaked at $538K in Q4 2025.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.