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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
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 $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