MGO One Seven’s iShares Russell Top 200 Value ETF IWX Stock Holding History

MGO One Seven’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	$228K	Sell	2,164 -139	-6%	-$14.1K	﹤0.01%	1416
2026 Q1	$213K	Sell	2,303 -159	-6%	-$15.1K	﹤0.01%	1309
2025 Q4	$226K	Buy	+2,462	New	+$221K	﹤0.01%	1265
2025 Q2	–	Sell	-2,854	Closed	-$235K	–	1237
2025 Q1	$235K	Buy	+2,854	New	+$235K	0.01%	947

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

MGO One Seven's IWX Position: Q2 2026 in Review

MGO One Seven reduced its iShares Russell Top 200 Value ETF (IWX) stake by 6% in Q2 2026, selling an estimated $14.1K and leaving 2,164 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

MGO One Seven first reported a position in IWX in Q1 2025 and has held it in 4 quarters since. The position peaked at $235K in Q1 2025. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

MGO One Seven held 2,164 shares of iShares Russell Top 200 Value ETF worth $228K as of Q2 2026.
MGO One Seven sold 139 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $14.1K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of MGO One Seven's portfolio in Q2 2026, its #1416 holding.
MGO One Seven first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 4 quarters since.
MGO One Seven's iShares Russell Top 200 Value ETF position peaked at $235K in Q1 2025.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.