HRT Financial’s iShares Russell Top 200 Value ETF IWX Stock Holding History

HRT Financial’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	–	Sell	-6,009	Closed	-$551K	–	4256
2025 Q4	$551K	Buy	+6,009	New	+$539K	﹤0.01%	2052
2025 Q3	–	Sell	-7,922	Closed	-$666K	–	3265
2025 Q2	$666K	Buy	+7,922	New	+$637K	﹤0.01%	1477

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

HRT Financial's IWX Position: Q1 2026 in Review

HRT Financial sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2026, closing a stake of 6,009 shares — an estimated $551K sold.

HRT Financial first reported a position in IWX in Q2 2025 and held it in 2 quarters. The position peaked at $666K in Q2 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

HRT Financial reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 6,009 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $551K.
HRT Financial first reported a position in iShares Russell Top 200 Value ETF in Q2 2025 and held it in 2 quarters.
HRT Financial's iShares Russell Top 200 Value ETF position peaked at $666K in Q2 2025.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.