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John Overdeck’s iShares Russell Top 200 Value ETF IWX Stock Holding History

John Overdeck’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 		$4.15M Buy
+39,500
New +$4M ﹤0.01% 2307
2025
Q4 		– Sell
-21,000
Closed -$1.85M – 4238
2025
Q3 		$1.85M Sell
21,000
-10,000
-32% -$858K ﹤0.01% 2181
2025
Q2 		$2.61M Buy
+31,000
New +$2.49M ﹤0.01% 1645

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
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
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
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

John Overdeck's IWX Position: Q2 2026 in Review

John Overdeck opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 39,500 shares worth $4.15M. The stake represents ﹤0.01% of the portfolio and ranks #2307 among its holdings. This is a return to the name: John Overdeck previously reported a position in IWX as recently as Q3 2025.

John Overdeck first reported a position in IWX in Q2 2025 and has held it in 3 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • John Overdeck held 39,500 shares of iShares Russell Top 200 Value ETF worth $4.15M as of Q2 2026.
  • iShares Russell Top 200 Value ETF was a new John Overdeck position in Q2 2026.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2307 holding.
  • John Overdeck first reported a position in iShares Russell Top 200 Value ETF in Q2 2025 and has held it in 3 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.