Mariner
IWX icon

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

Mariner’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 		$3.87M Sell
41,733
-8,450
-17% -$804K ﹤0.01% 1160
2025
Q4 		$4.61M Sell
50,183
-2,900
-5% -$260K 0.01% 1039
2025
Q3 		$4.66M Sell
53,083
-514
-1% -$44.1K 0.01% 961
2025
Q2 		$4.51M Buy
53,597
+19,651
+58% +$1.58M 0.01% 915
2025
Q1 		$2.79M Buy
33,946
+296
+0.9% +$24.4K ﹤0.01% 1065
2024
Q4 		$2.66M Buy
33,650
+2,533
+8% +$208K ﹤0.01% 1072
2024
Q3 		$2.53M Buy
31,117
+230
+0.7% +$17.9K ﹤0.01% 1076
2024
Q2 		$2.31M Sell
30,887
-1,019
-3% -$76.2K ﹤0.01% 1039
2024
Q1 		$2.44M Buy
31,906
+17,729
+125% +$1.28M 0.01% 1008
2023
Q4 		$995K Buy
14,177
+2,114
+18% +$140K ﹤0.01% 1434
2023
Q3 		$789K Buy
12,063
+2,599
+27% +$176K ﹤0.01% 1471
2023
Q2 		$638K Sell
9,464
-1,475
-13% -$97K ﹤0.01% 1576
2023
Q1 		$712K Buy
10,939
+3,861
+55% +$253K ﹤0.01% 1467
2022
Q4 		$460K Buy
+7,078
New +$452K ﹤0.01% 1700

Other funds holding IWX

TCIIS
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
FCBT
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return