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

Jones Financial Companies’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	$2.61M	Buy	24,840 +2,744	+12%	+$278K	﹤0.01%	1462
2026 Q1	$2.01M	Buy	22,096 +8,680	+65%	+$826K	﹤0.01%	1426
2025 Q4	$1.23M	Buy	13,416 +216	+2%	+$19.4K	﹤0.01%	1152
2025 Q3	$1.16M	Sell	13,200 -64	-0.5%	-$5.49K	﹤0.01%	1079
2025 Q2	$1.11M	Buy	13,264 +2,654	+25%	+$214K	﹤0.01%	966
2025 Q1	$863K	Buy	10,610 +6,783	+177%	+$558K	﹤0.01%	920
2024 Q4	$302K	Buy	3,827 +3,016	+372%	+$247K	﹤0.01%	1179
2024 Q3	$65.7K	Buy	811 +773	+2,034%	+$60.3K	﹤0.01%	1540
2024 Q2	$2.84K	Hold	38	–	–	﹤0.01%	2075
2024 Q1	$2.9K	Buy	+38	New	+$2.75K	﹤0.01%	1230

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

Jones Financial Companies's IWX Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Russell Top 200 Value ETF (IWX) stake by 12% in Q2 2026, buying an estimated $278K and bringing the position to 24,840 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Jones Financial Companies first reported a position in IWX in Q1 2024 and has held it in 10 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Jones Financial Companies held 24,840 shares of iShares Russell Top 200 Value ETF worth $2.61M as of Q2 2026.
Jones Financial Companies bought 2,744 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $278K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1462 holding.
Jones Financial Companies first reported a position in iShares Russell Top 200 Value ETF in Q1 2024 and has held it in 10 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.