K.J. Harrison & Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

K.J. Harrison & Partners’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	$359K	Buy	+3,410	New	+$345K	0.05%	189
2022 Q3	–	Sell	-3,552	Closed	-$220K	–	224
2022 Q2	$220K	Sell	3,552 -1,448	-29%	-$95.5K	0.06%	163
2022 Q1	$348K	Buy	+5,000	New	+$346K	0.06%	196

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

K.J. Harrison & Partners's IWX Position: Q2 2026 in Review

K.J. Harrison & Partners opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 3,410 shares worth $359K. The stake represents 0.05% of the portfolio and ranks #189 among its holdings. This is a return to the name: K.J. Harrison & Partners previously reported a position in IWX as recently as Q2 2022.

K.J. Harrison & Partners first reported a position in IWX in Q1 2022 and has held it in 3 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

K.J. Harrison & Partners held 3,410 shares of iShares Russell Top 200 Value ETF worth $359K as of Q2 2026.
iShares Russell Top 200 Value ETF was a new K.J. Harrison & Partners position in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.05% of K.J. Harrison & Partners's portfolio in Q2 2026, its #189 holding.
K.J. Harrison & Partners first reported a position in iShares Russell Top 200 Value ETF in Q1 2022 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 K.J. Harrison & Partners's 13F filing for Q2 2026, filed 7 Aug 2026.