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

Harbour 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	$95.2K	Buy	1,027 +198	+24%	+$18.8K	﹤0.01%	1977
2025 Q4	$76.2K	Buy	829 +418	+102%	+$37.5K	﹤0.01%	1761
2025 Q3	$36.1K	Buy	411 +1	+0.2%	+$86	﹤0.01%	2044
2025 Q2	$34.5K	Sell	410 -256	-38%	-$20.6K	﹤0.01%	1980
2025 Q1	$54.8K	Buy	666 +372	+127%	+$30.6K	﹤0.01%	1717
2024 Q4	$23.3K	Sell	294 -325	-53%	-$26.6K	﹤0.01%	2058
2024 Q3	$50.3K	Buy	619 +328	+113%	+$25.6K	﹤0.01%	1649
2024 Q2	$21.8K	Buy	291 +1	+0.3%	+$75	﹤0.01%	1920
2024 Q1	$22.1K	Buy	290 +1	+0.3%	+$72	﹤0.01%	1910
2023 Q4	$20.2K	Buy	289 +4	+1%	+$265	﹤0.01%	1873
2023 Q3	$18.6K	Hold	285	–	–	﹤0.01%	1770
2023 Q2	$19.2K	Buy	285 +1	+0.4%	+$66	﹤0.01%	1772
2023 Q1	$18.5K	Buy	+284	New	+$18.6K	﹤0.01%	1777
2021 Q4	–	Sell	-273	Closed	-$18K	–	3168
2021 Q3	$18K	Hold	273	–	–	﹤0.01%	2356
2021 Q2	$18K	Buy	273 +2	+0.7%	+$133	﹤0.01%	2392
2021 Q1	$17K	Buy	+271	New	+$16.5K	﹤0.01%	2300

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

Harbour Investments's IWX Position: Q1 2026 in Review

Harbour Investments increased its iShares Russell Top 200 Value ETF (IWX) stake by 24% in Q1 2026, buying an estimated $18.8K and bringing the position to 1,027 shares worth $95.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Harbour Investments first reported a position in IWX in Q1 2021 and has held it in 16 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Harbour Investments held 1,027 shares of iShares Russell Top 200 Value ETF worth $95.2K as of Q1 2026.
Harbour Investments bought 198 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $18.8K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1977 holding.
Harbour Investments first reported a position in iShares Russell Top 200 Value ETF in Q1 2021 and has held it in 16 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.