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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
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 $26B AUM
Envestnet Portfolio Solutions
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
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 $32.7B 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 $377B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

MGO One Seven's IWX Position: Q1 2026 in Review

MGO One Seven reduced its iShares Russell Top 200 Value ETF (IWX) stake by 6.5% in Q1 2026, selling an estimated $15.1K and leaving 2,303 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

MGO One Seven first reported a position in IWX in Q1 2025 and has held it in 3 quarters since. The position peaked at $235K in Q1 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • MGO One Seven held 2,303 shares of iShares Russell Top 200 Value ETF worth $213K as of Q1 2026.
  • MGO One Seven sold 159 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $15.1K.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of MGO One Seven's portfolio in Q1 2026, its #1309 holding.
  • MGO One Seven first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 3 quarters since.
  • MGO One Seven's iShares Russell Top 200 Value ETF position peaked at $235K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.