Glenmede Trust’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Glenmede Trust’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	$463K	Hold	4,399	–	–	﹤0.01%	1015
2026 Q1	$408K	Hold	4,399	–	–	﹤0.01%	1038
2025 Q4	$404K	Buy	+4,399	New	+$395K	﹤0.01%	1017
2025 Q1	$447K	Hold	5,441	–	–	﹤0.01%	947
2024 Q4	$430K	Hold	5,441	–	–	﹤0.01%	983
2024 Q3	$442K	Hold	5,441	–	–	﹤0.01%	974
2024 Q2	$407K	Hold	5,441	–	–	﹤0.01%	977
2024 Q1	$415K	Buy	5,441 +206	+4%	+$14.9K	﹤0.01%	975
2023 Q4	$367K	Hold	5,235	–	–	﹤0.01%	989
2023 Q3	$342K	Hold	5,235	–	–	﹤0.01%	948
2023 Q2	$341K	Hold	5,235	–	–	﹤0.01%	947
2023 Q1	$341K	Sell	5,235 -4,175	-44%	-$274K	﹤0.01%	952
2022 Q4	$611K	Buy	9,410 +2,360	+33%	+$151K	﹤0.01%	783
2022 Q3	$406K	Sell	7,050 -1,199	-15%	-$76.2K	﹤0.01%	865
2022 Q2	$509K	Buy	8,249 +50	+0.6%	+$3.3K	﹤0.01%	849
2022 Q1	$571K	Buy	8,199 +4,693	+134%	+$324K	﹤0.01%	853
2021 Q4	$245K	Buy	+3,506	New	+$240K	﹤0.01%	1098

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

Glenmede Trust's IWX Position: Q2 2026 in Review

Glenmede Trust held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 4,399 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Glenmede Trust first reported a position in IWX in Q4 2021 and has held it in 17 quarters since. The position peaked at $611K in Q4 2022. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Glenmede Trust held 4,399 shares of iShares Russell Top 200 Value ETF worth $463K as of Q2 2026.
Glenmede Trust left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Glenmede Trust's portfolio in Q2 2026, its #1015 holding.
Glenmede Trust first reported a position in iShares Russell Top 200 Value ETF in Q4 2021 and has held it in 17 quarters since.
Glenmede Trust's iShares Russell Top 200 Value ETF position peaked at $611K in Q4 2022.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Glenmede Trust's 13F filing for Q2 2026, filed 10 Aug 2026.