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
Q2 		$6.53M Buy
62,095
+20,362
+49% +$2.06M 0.01% 921
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 $29.1B AUM
Envestnet Portfolio Solutions
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
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
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

Mariner's IWX Position: Q2 2026 in Review

Mariner increased its iShares Russell Top 200 Value ETF (IWX) stake by 49% in Q2 2026, buying an estimated $2.06M and bringing the position to 62,095 shares worth $6.53M. The position accounts for 0.01% of the portfolio, ranked #921.

Mariner first reported a position in IWX in Q4 2022 and has held it in 15 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Mariner held 62,095 shares of iShares Russell Top 200 Value ETF worth $6.53M as of Q2 2026.
  • Mariner bought 20,362 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $2.06M.
  • iShares Russell Top 200 Value ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #921 holding.
  • Mariner first reported a position in iShares Russell Top 200 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.