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

GLOBALT 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	$6.58M	Sell	62,611 -1,013	-2%	-$103K	0.22%	58
2026 Q1	$5.9M	Sell	63,624 -1,536	-2%	-$146K	0.21%	62
2025 Q4	$5.99M	Sell	65,160 -1,454	-2%	-$130K	0.22%	62
2025 Q3	$5.85M	Sell	66,614 -268	-0.4%	-$23K	0.21%	66
2025 Q2	$5.63M	Sell	66,882 -770	-1%	-$62K	0.22%	64
2025 Q1	$5.56M	Sell	67,652 -504	-0.7%	-$41.5K	0.23%	64
2024 Q4	$5.39M	Sell	68,156 -1,633	-2%	-$134K	0.21%	66
2024 Q3	$5.67M	Sell	69,789 -2,014	-3%	-$157K	0.21%	66
2024 Q2	$5.37M	Buy	+71,803	New	+$5.37M	0.21%	67

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

GLOBALT Investments's IWX Position: Q2 2026 in Review

GLOBALT Investments reduced its iShares Russell Top 200 Value ETF (IWX) stake by 1.6% in Q2 2026, selling an estimated $103K and leaving 62,611 shares worth $6.58M. The position accounts for 0.22% of the portfolio, ranked #58.

GLOBALT Investments first reported a position in IWX in Q2 2024 and has held it in 9 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

GLOBALT Investments held 62,611 shares of iShares Russell Top 200 Value ETF worth $6.58M as of Q2 2026.
GLOBALT Investments sold 1,013 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $103K.
iShares Russell Top 200 Value ETF made up 0.22% of GLOBALT Investments's portfolio in Q2 2026, its #58 holding.
GLOBALT Investments first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and has held it in 9 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.