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 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 $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

Janney Montgomery Scott's IWX Position: Q1 2026 in Review

Janney Montgomery Scott sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2026, closing a stake of 3,077 shares — an estimated $283K sold.

Janney Montgomery Scott first reported a position in IWX in Q2 2021 and held it in 13 quarters. The position peaked at $283K in Q4 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Janney Montgomery Scott reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2026 after selling out during the quarter.
Janney Montgomery Scott sold 3,077 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $283K.
Janney Montgomery Scott first reported a position in iShares Russell Top 200 Value ETF in Q2 2021 and held it in 13 quarters.
Janney Montgomery Scott's iShares Russell Top 200 Value ETF position peaked at $283K in Q4 2025.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.