M&T Bank

M&T Bank’s iShares Russell Top 200 Value ETF IWX Stock Holding History

M&T Bank’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	$371K	Sell	4,003 -750	-16%	-$71.3K	﹤0.01%	1259
2025 Q4	$437K	Hold	4,753	–	–	﹤0.01%	1196
2025 Q3	$418K	Hold	4,753	–	–	﹤0.01%	1056
2025 Q2	$400K	Hold	4,753	–	–	﹤0.01%	1156
2025 Q1	$391K	Sell	4,753 -8,000	-63%	-$658K	﹤0.01%	1158
2024 Q4	$1.01M	Buy	12,753 +2,503	+24%	+$205K	﹤0.01%	896
2024 Q3	$833K	Hold	10,250	–	–	﹤0.01%	960
2024 Q2	$767K	Hold	10,250	–	–	﹤0.01%	953
2024 Q1	$782K	Hold	10,250	–	–	﹤0.01%	959
2023 Q4	$719K	Hold	10,250	–	–	﹤0.01%	993
2023 Q3	$670K	Sell	10,250 -900	-8%	-$61.1K	﹤0.01%	968
2023 Q2	$752K	Sell	11,150 -450	-4%	-$29.6K	﹤0.01%	976
2023 Q1	$755K	Hold	11,600	–	–	﹤0.01%	958
2022 Q4	$754K	Hold	11,600	–	–	﹤0.01%	955
2022 Q3	$669K	Hold	11,600	–	–	﹤0.01%	970
2022 Q2	$717K	Hold	11,600	–	–	﹤0.01%	879
2022 Q1	$807K	Sell	11,600 -550	-5%	-$38K	﹤0.01%	830
2021 Q4	$852K	Sell	12,150 -700	-5%	-$47.9K	﹤0.01%	823
2021 Q3	$843K	Hold	12,850	–	–	﹤0.01%	808
2021 Q2	$854K	Sell	12,850 -18	-0.1%	-$1.19K	﹤0.01%	810
2021 Q1	$819K	Sell	12,868 -1,427	-10%	-$86.8K	﹤0.01%	814
2020 Q4	$827K	Sell	14,295 -26	-0.2%	-$1.42K	﹤0.01%	838
2020 Q3	$731K	Sell	14,321 -10,385	-42%	-$533K	﹤0.01%	816
2020 Q2	$1.21M	Sell	24,706 -3,773	-13%	-$182K	0.01%	634
2020 Q1	$1.25M	Buy	+28,479	New	+$1.53M	0.01%	633
2019 Q4	–	Sell	-40,907	Closed	-$2.24M	–	1550
2019 Q3	$2.24M	Sell	40,907 -1,145	-3%	-$62.2K	0.01%	488
2019 Q2	$2.27M	Hold	42,052	–	–	0.01%	488
2019 Q1	$2.21M	Hold	42,052	–	–	0.01%	500
2018 Q4	$2.01M	Buy	42,052 +6,909	+20%	+$354K	0.01%	496
2018 Q3	$1.88M	Hold	35,143	–	–	0.01%	562
2018 Q2	$1.79M	Hold	35,143	–	–	0.01%	580
2018 Q1	$1.77M	Buy	35,143 +37	+0.1%	+$1.95K	0.01%	573
2017 Q4	$1.84M	Hold	35,106	–	–	0.01%	566
2017 Q3	$1.75M	Sell	35,106 -575	-2%	-$28.2K	0.01%	570
2017 Q2	$1.74M	Buy	35,681 +6,200	+21%	+$299K	0.01%	572
2017 Q1	$1.42M	Buy	29,481 +3,475	+13%	+$167K	0.01%	629
2016 Q4	$1.22M	Sell	26,006 -109	-0.4%	-$4.95K	0.01%	698
2016 Q3	$1.15M	Sell	26,115 -13,004	-33%	-$575K	0.01%	726
2016 Q2	$1.7M	Sell	39,119 -452,421	-92%	-$19.2M	0.01%	605
2016 Q1	$20.5M	Sell	491,540 -14,106	-3%	-$561K	0.14%	155
2015 Q4	$21.1M	Sell	505,646 -7,482	-1%	-$314K	0.14%	150
2015 Q3	$20M	Sell	513,128 -62,400	-11%	-$2.61M	0.14%	152
2015 Q2	$25.1M	Sell	575,528 -1,977	-0.3%	-$87.4K	0.15%	135
2015 Q1	$24.9M	Sell	577,505 -11,542	-2%	-$504K	0.16%	131
2014 Q4	$26.2M	Buy	589,047 +567,847	+2,679%	+$24.6M	0.16%	122
2014 Q3	$906K	Buy	+21,200	New	+$911K	0.01%	938

Other funds holding IWX

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

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return