MassMutual Private Wealth & Trust’s iShares Russell Top 200 Value ETF IWX Stock Holding History

MassMutual Private Wealth & Trust’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	$81.5K	Hold	775	–	–	﹤0.01%	629
2026 Q1	$71.8K	Sell	775 -225	-23%	-$21.4K	﹤0.01%	648
2025 Q4	$91.9K	Hold	1,000	–	–	﹤0.01%	612
2025 Q3	$87.9K	Hold	1,000	–	–	﹤0.01%	637
2025 Q2	$84.2K	Sell	1,000 -100	-9%	-$8.05K	﹤0.01%	637
2025 Q1	$90.4K	Sell	1,100 -400	-27%	-$32.9K	﹤0.01%	576
2024 Q4	$119K	Hold	1,500	–	–	﹤0.01%	544
2024 Q3	$122K	Hold	1,500	–	–	﹤0.01%	483
2024 Q2	$112K	Sell	1,500 -115	-7%	-$8.6K	﹤0.01%	502
2024 Q1	$123K	Buy	+1,615	New	+$117K	﹤0.01%	444
2023 Q1	–	Sell	-4,083	Closed	-$265K	–	1847
2022 Q4	$265K	Buy	+4,083	New	+$261K	0.01%	325
2021 Q4	–	Sell	-5,000	Closed	-$328K	–	1433
2021 Q3	$328K	Hold	5,000	–	–	0.01%	314
2021 Q2	$332K	Sell	5,000 -2,437	-33%	-$162K	0.01%	316
2021 Q1	$474K	Sell	7,437 -1,136	-13%	-$69.1K	0.02%	285
2020 Q4	$496K	Buy	8,573 +926	+12%	+$50.6K	0.03%	280
2020 Q3	$391K	Buy	+7,647	New	+$392K	0.02%	285

Other funds holding IWX

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

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

MassMutual Private Wealth & Trust's IWX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 775 shares worth $81.5K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

MassMutual Private Wealth & Trust first reported a position in IWX in Q3 2020 and has held it in 16 quarters since. The position peaked at $496K in Q4 2020. 100 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

MassMutual Private Wealth & Trust held 775 shares of iShares Russell Top 200 Value ETF worth $81.5K as of Q2 2026.
MassMutual Private Wealth & Trust left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #629 holding.
MassMutual Private Wealth & Trust first reported a position in iShares Russell Top 200 Value ETF in Q3 2020 and has held it in 16 quarters since.
MassMutual Private Wealth & Trust's iShares Russell Top 200 Value ETF position peaked at $496K in Q4 2020.
100 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.