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

Diversified Trust’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 		$323K Hold
3,072
– – 0.01% 891
2026
Q1 		$285K Hold
3,072
– – 0.01% 863
2025
Q4 		$282K Sell
3,072
-69
-2% -$6.19K 0.01% 851
2025
Q3 		$276K Hold
3,141
– – 0.01% 829
2025
Q2 		$264K Hold
3,141
– – 0.01% 794
2025
Q1 		$258K Hold
3,141
– – 0.01% 777
2024
Q4 		$248K Buy
+3,141
New +$258K 0.01% 794

Other funds holding IWX

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
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Diversified Trust's IWX Position: Q2 2026 in Review

Diversified Trust held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 3,072 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #891.

Diversified Trust first reported a position in IWX in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Diversified Trust held 3,072 shares of iShares Russell Top 200 Value ETF worth $323K as of Q2 2026.
  • Diversified Trust 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 Diversified Trust's portfolio in Q2 2026, its #891 holding.
  • Diversified Trust first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.