Janney Montgomery Scott’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Janney Montgomery Scott’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	$337K	Buy	+3,205	New	+$324K	﹤0.01%	2656
2026 Q1	–	Sell	-3,077	Closed	-$283K	–	2909
2025 Q4	$283K	Sell	3,077 -48	-2%	-$4.31K	﹤0.01%	2590
2025 Q3	$275K	Sell	3,125 -103	-3%	-$8.84K	﹤0.01%	2548
2025 Q2	$272K	Hold	3,228	–	–	﹤0.01%	2395
2025 Q1	$265K	Sell	3,228 -40	-1%	-$3.29K	﹤0.01%	2375
2024 Q4	$258K	Hold	3,268	–	–	﹤0.01%	2401
2024 Q3	$266K	Sell	3,268 -115	-3%	-$8.97K	﹤0.01%	2362
2024 Q2	$253K	Hold	3,383	–	–	﹤0.01%	2310
2024 Q1	$258K	Hold	3,383	–	–	﹤0.01%	2428
2023 Q4	$237K	Sell	3,383 -113	-3%	-$7.5K	﹤0.01%	2376
2023 Q3	$229K	Buy	+3,496	New	+$237K	﹤0.01%	2305
2022 Q2	–	Sell	-3,015	Closed	-$210K	–	2384
2022 Q1	$210K	Hold	3,015	–	–	﹤0.01%	2065
2021 Q4	$211K	Buy	+3,015	New	+$206K	﹤0.01%	2207
2021 Q3	–	Sell	-3,015	Closed	-$200K	–	2334
2021 Q2	$200K	Buy	+3,015	New	+$200K	﹤0.01%	2139

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

Janney Montgomery Scott's IWX Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 3,205 shares worth $337K. The stake represents ﹤0.01% of the portfolio and ranks #2656 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in IWX as recently as Q4 2025.

Janney Montgomery Scott first reported a position in IWX in Q2 2021 and has held it in 14 quarters since. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Janney Montgomery Scott held 3,205 shares of iShares Russell Top 200 Value ETF worth $337K as of Q2 2026.
iShares Russell Top 200 Value ETF was a new Janney Montgomery Scott position in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2656 holding.
Janney Montgomery Scott first reported a position in iShares Russell Top 200 Value ETF in Q2 2021 and has held it in 14 quarters since.
269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.