Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Envestnet Portfolio Solutions’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 		$516M Sell
4,907,301
-1,388,302
-22% -$141M 2.47% 5
2026
Q1 		$583M Sell
6,295,603
-36,698
-0.6% -$3.49M 3.23% 4
2025
Q4 		$582M Buy
6,332,301
+93,664
+2% +$8.41M 2.04% 10
2025
Q3 		$548M Sell
6,238,637
-329,613
-5% -$28.3M 2.02% 11
2025
Q2 		$553M Buy
6,568,250
+297,060
+5% +$23.9M 2.03% 12
2025
Q1 		$515M Buy
6,271,190
+103,328
+2% +$8.5M 1.97% 9
2024
Q4 		$487M Sell
6,167,862
-687,053
-10% -$56.3M 1.59% 18
2024
Q3 		$557M Sell
6,854,915
-235,772
-3% -$18.4M 1.81% 14
2024
Q2 		$531M Sell
7,090,687
-7,778
-0.1% -$582K 1.85% 13
2024
Q1 		$542M Buy
7,098,465
+982,341
+16% +$71M 2.04% 9
2023
Q4 		$429M Sell
6,116,124
-617,855
-9% -$41M 1.78% 12
2023
Q3 		$440M Buy
+6,733,979
New +$457M 2.08% 11

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
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
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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions's IWX Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares Russell Top 200 Value ETF (IWX) stake by 22% in Q2 2026, selling an estimated $141M and leaving 4,907,301 shares worth $516M. The position accounts for 2.47% of the portfolio, ranked #5.

Envestnet Portfolio Solutions first reported a position in IWX in Q3 2023 and has held it in 12 quarters since. The position peaked at $583M in Q1 2026. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Envestnet Portfolio Solutions held 4,907,301 shares of iShares Russell Top 200 Value ETF worth $516M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 1,388,302 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $141M.
  • iShares Russell Top 200 Value ETF made up 2.47% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #5 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Russell Top 200 Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares Russell Top 200 Value ETF position peaked at $583M in Q1 2026.
  • 265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.