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

MBL Wealth’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	$505K	Hold	4,800	–	–	0.03%	212
2026 Q1	$445K	Sell	4,800 -200	-4%	-$19K	0.03%	215
2025 Q4	$459K	Hold	5,000	–	–	0.04%	187
2025 Q3	$439K	Sell	5,000 -1,500	-23%	-$129K	0.04%	169
2025 Q2	$547K	Sell	6,500 -1,500	-19%	-$121K	0.05%	135
2025 Q1	$657K	Sell	8,000 -400	-5%	-$32.9K	0.07%	118
2024 Q4	$664K	Hold	8,400	–	–	0.07%	120
2024 Q3	$683K	Hold	8,400	–	–	0.07%	116
2024 Q2	$628K	Hold	8,400	–	–	0.07%	115
2024 Q1	$641K	Sell	8,400 -700	-8%	-$50.6K	0.07%	112
2023 Q4	$639K	Sell	9,100 -120	-1%	-$7.96K	0.08%	104
2023 Q3	$603K	Buy	9,220 +120	+1%	+$8.14K	0.08%	99
2023 Q2	$614K	Buy	+9,100	New	+$598K	0.09%	97

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

MBL Wealth's IWX Position: Q2 2026 in Review

MBL Wealth held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 4,800 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #212.

MBL Wealth first reported a position in IWX in Q2 2023 and has held it in 13 quarters since. The position peaked at $683K in Q3 2024. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

MBL Wealth held 4,800 shares of iShares Russell Top 200 Value ETF worth $505K as of Q2 2026.
MBL Wealth left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #212 holding.
MBL Wealth first reported a position in iShares Russell Top 200 Value ETF in Q2 2023 and has held it in 13 quarters since.
MBL Wealth's iShares Russell Top 200 Value ETF position peaked at $683K in Q3 2024.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.