Fisher Asset Management
IWX icon

Fisher Asset Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Fisher Asset Management’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
2025
Q3 		– Sell
-5,720
Closed -$482K – 1050
2025
Q2 		$482K Buy
+5,720
New +$460K ﹤0.01% 792
2022
Q3 		– Sell
-4,398
Closed -$272K – 973
2022
Q2 		$272K Buy
+4,398
New +$290K ﹤0.01% 815

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
FCIS
First Citizens Investor Services Raleigh, North Carolina $262M AUM
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Fisher Asset Management's IWX Position: Q3 2025 in Review

Fisher Asset Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2025, closing a stake of 5,720 shares — an estimated $482K sold.

Fisher Asset Management first reported a position in IWX in Q2 2022 and held it in 2 quarters. The position peaked at $482K in Q2 2025. 212 funds tracked by Wall St. Rank hold IWX as of Q3 2025.

  • Fisher Asset Management reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Fisher Asset Management sold 5,720 iShares Russell Top 200 Value ETF shares in Q3 2025, an estimated $482K.
  • Fisher Asset Management first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and held it in 2 quarters.
  • Fisher Asset Management's iShares Russell Top 200 Value ETF position peaked at $482K in Q2 2025.
  • 212 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2025.

Based on Fisher Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.