Fidelity Investments’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Fidelity Investments’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	$1.77M	Buy	16,794 +1,173	+8%	+$119K	﹤0.01%	2794
2026 Q1	$1.45M	Buy	15,621 +751	+5%	+$71.4K	﹤0.01%	2738
2025 Q4	$1.37M	Buy	14,870 +937	+7%	+$84.1K	﹤0.01%	2740
2025 Q3	$1.22M	Buy	13,933 +4,476	+47%	+$384K	﹤0.01%	2719
2025 Q2	$796K	Sell	9,457 -1,077	-10%	-$86.7K	﹤0.01%	2799
2025 Q1	$866K	Buy	10,534 +532	+5%	+$43.8K	﹤0.01%	2723
2024 Q4	$790K	Sell	10,002 -573	-5%	-$47K	﹤0.01%	2757
2024 Q3	$859K	Buy	10,575 +1,316	+14%	+$103K	﹤0.01%	2644
2024 Q2	$693K	Buy	9,259 +3,970	+75%	+$297K	﹤0.01%	2627
2024 Q1	$404K	Buy	5,289 +1,041	+25%	+$75.3K	﹤0.01%	2798
2023 Q4	$298K	Buy	4,248 +301	+8%	+$20K	﹤0.01%	2829
2023 Q3	$258K	Sell	3,947 -474	-11%	-$32.2K	﹤0.01%	2806
2023 Q2	$298K	Buy	4,421 +58	+1%	+$3.81K	﹤0.01%	2825
2023 Q1	$284K	Buy	4,363 +136	+3%	+$8.92K	﹤0.01%	2869
2022 Q4	$275K	Sell	4,227 -249	-6%	-$15.9K	﹤0.01%	2910
2022 Q3	$258K	Sell	4,476 -437	-9%	-$27.8K	﹤0.01%	2980
2022 Q2	$304K	Buy	4,913 +149	+3%	+$9.83K	﹤0.01%	3007
2022 Q1	$332K	Sell	4,764 -166	-3%	-$11.5K	﹤0.01%	3110
2021 Q4	$345K	Buy	4,930 +1,228	+33%	+$84K	﹤0.01%	2860
2021 Q3	$243K	Buy	3,702 +1,154	+45%	+$77.6K	﹤0.01%	2920
2021 Q2	$169K	Buy	2,548 +377	+17%	+$25K	﹤0.01%	2947
2021 Q1	$138K	Sell	2,171 -25	-1%	-$1.52K	﹤0.01%	2881
2020 Q4	$127K	Buy	2,196 +7	+0.3%	+$383	﹤0.01%	2857
2020 Q3	$112K	Sell	2,189 -266	-11%	-$13.6K	﹤0.01%	2775
2020 Q2	$120K	Sell	2,455 -110	-4%	-$5.31K	﹤0.01%	2695
2020 Q1	$113K	Sell	2,565 -2,111	-45%	-$113K	﹤0.01%	2657
2019 Q4	$273K	Buy	4,676 +784	+20%	+$44.3K	﹤0.01%	2585
2019 Q3	$213K	Sell	3,892 -151	-4%	-$8.2K	﹤0.01%	2629
2019 Q2	$218K	Sell	4,043 -985	-20%	-$52.5K	﹤0.01%	2624
2019 Q1	$263K	Buy	5,028 +1,190	+31%	+$60.9K	﹤0.01%	2558
2018 Q4	$183K	Buy	3,838 +1	+0%	+$51	﹤0.01%	2562
2018 Q3	$206K	Buy	+3,837	New	+$203K	﹤0.01%	2637
2018 Q1	–	Sell	-3,920	Closed	-$206K	–	2696
2017 Q4	$206K	Buy	+3,920	New	+$200K	﹤0.01%	2622

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

Fidelity Investments's IWX Position: Q2 2026 in Review

Fidelity Investments increased its iShares Russell Top 200 Value ETF (IWX) stake by 7.5% in Q2 2026, buying an estimated $119K and bringing the position to 16,794 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2794.

Fidelity Investments first reported a position in IWX in Q4 2017 and has held it in 33 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Fidelity Investments held 16,794 shares of iShares Russell Top 200 Value ETF worth $1.77M as of Q2 2026.
Fidelity Investments bought 1,173 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $119K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2794 holding.
Fidelity Investments first reported a position in iShares Russell Top 200 Value ETF in Q4 2017 and has held it in 33 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.