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

MBM Wealth Consultants’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	–	Sell	-68	Closed	-$6.3K	–	249
2026 Q1	$6.3K	Buy	+68	New	+$6.47K	﹤0.01%	257

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

MBM Wealth Consultants's IWX Position: Q2 2026 in Review

MBM Wealth Consultants sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 68 shares — an estimated $6.3K sold.

MBM Wealth Consultants first reported a position in IWX in Q1 2026 and held it in 1 quarter. The position peaked at $6.3K in Q1 2026. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

MBM Wealth Consultants reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 68 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $6.3K.
MBM Wealth Consultants first reported a position in iShares Russell Top 200 Value ETF in Q1 2026 and held it in 1 quarter.
MBM Wealth Consultants's iShares Russell Top 200 Value ETF position peaked at $6.3K in Q1 2026.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.