Howard Bailey Securities’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Howard Bailey Securities’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	$21.2M	Buy	201,456 +10,772	+6%	+$1.09M	7.95%	3
2026 Q1	$17.7M	Sell	190,684 -561	-0.3%	-$53.4K	7.27%	3
2025 Q4	$17.6M	Buy	191,245 +9,101	+5%	+$817K	6.92%	3
2025 Q3	$16M	Buy	182,144 +9,616	+6%	+$825K	4.56%	3
2025 Q2	$14.5M	Buy	172,528 +3,968	+2%	+$319K	4.48%	5
2025 Q1	$13.9M	Buy	168,560 +9,646	+6%	+$794K	4.62%	3
2024 Q4	$12.6M	Buy	158,914 +7,262	+5%	+$595K	4.66%	3
2024 Q3	$12.3M	Buy	+151,652	New	+$11.8M	4.67%	3

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

Howard Bailey Securities's IWX Position: Q2 2026 in Review

Howard Bailey Securities increased its iShares Russell Top 200 Value ETF (IWX) stake by 5.6% in Q2 2026, buying an estimated $1.09M and bringing the position to 201,456 shares worth $21.2M. The position accounts for 7.95% of the portfolio, ranked #3.

Howard Bailey Securities first reported a position in IWX in Q3 2024 and has held it in 8 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Howard Bailey Securities held 201,456 shares of iShares Russell Top 200 Value ETF worth $21.2M as of Q2 2026.
Howard Bailey Securities bought 10,772 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $1.09M.
iShares Russell Top 200 Value ETF made up 7.95% of Howard Bailey Securities's portfolio in Q2 2026, its #3 holding.
Howard Bailey Securities first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 8 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.