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 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

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Tenzing Financial Williamsburg, Virginia $146M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return