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 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 $26B 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 $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

FWG Investments's IWX Position: Q1 2026 in Review

FWG Investments reduced its iShares Russell Top 200 Value ETF (IWX) stake by 4.3% in Q1 2026, selling an estimated $127K and leaving 29,429 shares worth $2.73M. The position accounts for 1.73% of the portfolio, ranked #10.

FWG Investments first reported a position in IWX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.83M in Q4 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

FWG Investments held 29,429 shares of iShares Russell Top 200 Value ETF worth $2.73M as of Q1 2026.
FWG Investments sold 1,338 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $127K.
iShares Russell Top 200 Value ETF made up 1.73% of FWG Investments's portfolio in Q1 2026, its #10 holding.
FWG Investments first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 10 quarters since.
FWG Investments's iShares Russell Top 200 Value ETF position peaked at $2.83M in Q4 2025.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.