MAI Capital Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

MAI Capital Management’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	$752K	Buy	7,149 +3,083	+76%	+$312K	﹤0.01%	1111
2026 Q1	$377K	Buy	4,066 +197	+5%	+$18.7K	﹤0.01%	1147
2025 Q4	$355K	Hold	3,869	–	–	﹤0.01%	1090
2025 Q3	$340K	Sell	3,869 -1,233	-24%	-$106K	﹤0.01%	1057
2025 Q2	$430K	Hold	5,102	–	–	﹤0.01%	898
2025 Q1	$419K	Sell	5,102 -13	-0.3%	-$1.07K	﹤0.01%	875
2024 Q4	$404K	Buy	5,115 +75	+1%	+$6.15K	﹤0.01%	907
2024 Q3	$410K	Hold	5,040	–	–	﹤0.01%	789
2024 Q2	$377K	Hold	5,040	–	–	﹤0.01%	913
2024 Q1	$385K	Hold	5,040	–	–	﹤0.01%	895
2023 Q4	$354K	Buy	5,040 +1,063	+27%	+$70.5K	﹤0.01%	817
2023 Q3	$260K	Hold	3,977	–	–	﹤0.01%	875
2023 Q2	$268K	Hold	3,977	–	–	﹤0.01%	858
2023 Q1	$259K	Hold	3,977	–	–	﹤0.01%	849
2022 Q4	$258K	Hold	3,977	–	–	﹤0.01%	819
2022 Q3	$230K	Hold	3,977	–	–	﹤0.01%	785
2022 Q2	$246K	Hold	3,977	–	–	﹤0.01%	744
2022 Q1	$277K	Hold	3,977	–	–	﹤0.01%	707
2021 Q4	$279K	Hold	3,977	–	–	﹤0.01%	730
2021 Q3	$261K	Hold	3,977	–	–	0.01%	660
2021 Q2	$264K	Hold	3,977	–	–	0.01%	636
2021 Q1	$253K	Buy	+3,977	New	+$242K	0.01%	614

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

MAI Capital Management's IWX Position: Q2 2026 in Review

MAI Capital Management increased its iShares Russell Top 200 Value ETF (IWX) stake by 76% in Q2 2026, buying an estimated $312K and bringing the position to 7,149 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

MAI Capital Management first reported a position in IWX in Q1 2021 and has held it in 22 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

MAI Capital Management held 7,149 shares of iShares Russell Top 200 Value ETF worth $752K as of Q2 2026.
MAI Capital Management bought 3,083 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $312K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1111 holding.
MAI Capital Management first reported a position in iShares Russell Top 200 Value ETF in Q1 2021 and has held it in 22 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.