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

Eastern Bank’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
Q3 		$199K Sell
1,819
-89
-5% -$9.85K ﹤0.01% 389
2026
Q2 		$201K Sell
1,908
-85
-4% -$8.6K ﹤0.01% 392
2026
Q1 		$185K Hold
1,993
– – ﹤0.01% 383
2025
Q4 		$183K Hold
1,993
– – ﹤0.01% 376
2025
Q3 		$175K Buy
+1,993
New +$171K ﹤0.01% 372

Other funds holding IWX

RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Eastern Bank's IWX Position: Q3 2026 in Review

Eastern Bank reduced its iShares Russell Top 200 Value ETF (IWX) stake by 4.7% in Q3 2026, selling an estimated $9.85K and leaving 1,819 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Eastern Bank first reported a position in IWX in Q3 2025 and has held it in 5 quarters since. The position peaked at $201K in Q2 2026. 10 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

  • Eastern Bank held 1,819 shares of iShares Russell Top 200 Value ETF worth $199K as of Q3 2026.
  • Eastern Bank sold 89 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $9.85K.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #389 holding.
  • Eastern Bank first reported a position in iShares Russell Top 200 Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Eastern Bank's iShares Russell Top 200 Value ETF position peaked at $201K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.