Financial Engines Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Financial Engines Advisors’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	$277K	Sell	2,635 -109	-4%	-$11K	﹤0.01%	507
2026 Q1	$254K	Hold	2,744	–	–	﹤0.01%	488
2025 Q4	$252K	Buy	2,744 +219	+9%	+$19.7K	﹤0.01%	494
2025 Q3	$222K	Hold	2,525	–	–	﹤0.01%	515
2025 Q2	$213K	Hold	2,525	–	–	﹤0.01%	496
2025 Q1	$207K	Buy	+2,525	New	+$208K	﹤0.01%	412
2024 Q4	–	Sell	-2,525	Closed	-$205K	–	453
2024 Q3	$205K	Buy	+2,525	New	+$197K	﹤0.01%	363

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

Financial Engines Advisors's IWX Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 4% in Q2 2026, selling an estimated $11K and leaving 2,635 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Financial Engines Advisors first reported a position in IWX in Q3 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Financial Engines Advisors held 2,635 shares of iShares Russell Top 200 Value ETF worth $277K as of Q2 2026.
Financial Engines Advisors sold 109 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $11K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #507 holding.
Financial Engines Advisors first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 7 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.