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 Q2	$95.9M	Sell	911,734 -54,847	-6%	-$5.55M	0.26%	59
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 $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

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Lido Advisors's IWX Position: Q2 2026 in Review

Lido Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 5.7% in Q2 2026, selling an estimated $5.55M and leaving 911,734 shares worth $95.9M. The position accounts for 0.26% of the portfolio, ranked #59.

Lido Advisors first reported a position in IWX in Q4 2024 and has held it in 7 quarters since. 266 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Lido Advisors held 911,734 shares of iShares Russell Top 200 Value ETF worth $95.9M as of Q2 2026.
Lido Advisors sold 54,847 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $5.55M.
iShares Russell Top 200 Value ETF made up 0.26% of Lido Advisors's portfolio in Q2 2026, its #59 holding.
Lido Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 7 quarters since.
266 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.