Maloon Powers Pitre Higgins & Dennehy’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Maloon Powers Pitre Higgins & Dennehy’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	$418K	Buy	+3,977	New	+$403K	0.14%	95

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

Maloon Powers Pitre Higgins & Dennehy's IWX Position: Q2 2026 in Review

Maloon Powers Pitre Higgins & Dennehy opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 3,977 shares worth $418K. The stake represents 0.14% of the portfolio and ranks #95 among its holdings.

265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Maloon Powers Pitre Higgins & Dennehy held 3,977 shares of iShares Russell Top 200 Value ETF worth $418K as of Q2 2026.
iShares Russell Top 200 Value ETF was a new Maloon Powers Pitre Higgins & Dennehy position in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.14% of Maloon Powers Pitre Higgins & Dennehy's portfolio in Q2 2026, its #95 holding.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Maloon Powers Pitre Higgins & Dennehy's 13F filing for Q2 2026, filed 14 Aug 2026.