Lido Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Lido Advisors’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	$89.6M	Sell	966,581 -7,088	-0.7%	-$674K	0.27%	60
2025 Q4	$89.3M	Sell	973,669 -19,777	-2%	-$1.77M	0.27%	54
2025 Q3	$87.3M	Sell	993,446 -6,093	-0.6%	-$523K	0.27%	53
2025 Q2	$84.2M	Sell	999,539 -36,690	-4%	-$2.95M	0.33%	43
2025 Q1	$85.2M	Buy	1,036,229 +80,175	+8%	+$6.6M	0.38%	36
2024 Q4	$75.6M	Buy	+956,054	New	+$78.4M	0.34%	41

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

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

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Lido Advisors's IWX Position: Q1 2026 in Review

Lido Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 0.73% in Q1 2026, selling an estimated $674K and leaving 966,581 shares worth $89.6M. The position accounts for 0.27% of the portfolio, ranked #60.

Lido Advisors first reported a position in IWX in Q4 2024 and has held it in 6 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Lido Advisors held 966,581 shares of iShares Russell Top 200 Value ETF worth $89.6M as of Q1 2026.
Lido Advisors sold 7,088 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $674K.
iShares Russell Top 200 Value ETF made up 0.27% of Lido Advisors's portfolio in Q1 2026, its #60 holding.
Lido Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 6 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.