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

FWG 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	$3.14M	Buy	29,840 +411	+1%	+$41.6K	1.66%	12
2026 Q1	$2.73M	Sell	29,429 -1,338	-4%	-$127K	1.73%	10
2025 Q4	$2.83M	Buy	30,767 +389	+1%	+$34.9K	1.8%	10
2025 Q3	$2.67M	Buy	30,378 +2,018	+7%	+$173K	1.83%	12
2025 Q2	$2.39M	Sell	28,360 -628	-2%	-$50.5K	1.81%	12
2025 Q1	$2.38M	Sell	28,988 -1,954	-6%	-$161K	2.8%	9
2024 Q4	$2.45M	Buy	30,942 +233	+0.8%	+$19.1K	1.9%	11
2024 Q3	$2.5M	Sell	30,709 -118	-0.4%	-$9.21K	2.16%	8
2024 Q2	$2.31M	Sell	30,827 -2,063	-6%	-$154K	2.33%	7
2024 Q1	$2.51M	Buy	32,890 +185	+0.6%	+$13.4K	2.72%	6
2023 Q4	$2.29M	Buy	+32,705	New	+$2.17M	2.85%	6

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

FWG Investments's IWX Position: Q2 2026 in Review

FWG Investments increased its iShares Russell Top 200 Value ETF (IWX) stake by 1.4% in Q2 2026, buying an estimated $41.6K and bringing the position to 29,840 shares worth $3.14M. The position accounts for 1.66% of the portfolio, ranked #12.

FWG Investments first reported a position in IWX in Q4 2023 and has held it in 11 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

FWG Investments held 29,840 shares of iShares Russell Top 200 Value ETF worth $3.14M as of Q2 2026.
FWG Investments bought 411 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $41.6K.
iShares Russell Top 200 Value ETF made up 1.66% of FWG Investments's portfolio in Q2 2026, its #12 holding.
FWG Investments first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 11 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.