MML Investors Services
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MML Investors Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

MML Investors Services’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 		$5.16M Sell
49,065
-58,663
-54% -$5.94M 0.01% 975
2026
Q1 		$9.98M Sell
107,728
-24,711
-19% -$2.35M 0.03% 548
2025
Q4 		$12.2M Buy
132,439
+87,361
+194% +$7.84M 0.03% 508
2025
Q3 		$3.96M Sell
45,078
-6,478
-13% -$556K 0.01% 929
2025
Q2 		$4.34M Sell
51,556
-66,042
-56% -$5.31M 0.01% 850
2025
Q1 		$9.66M Buy
117,598
+55,730
+90% +$4.58M 0.03% 482
2024
Q4 		$4.89M Sell
61,868
-130,688
-68% -$10.7M 0.02% 720
2024
Q3 		$15.6M Buy
192,556
+132,437
+220% +$10.3M 0.06% 314
2024
Q2 		$4.5M Buy
60,119
+4,759
+9% +$356K 0.02% 682
2024
Q1 		$4.22M Sell
55,360
-2,331
-4% -$169K 0.02% 711
2023
Q4 		$4.05M Sell
57,691
-5,672
-9% -$376K 0.02% 696
2023
Q3 		$4.14M Sell
63,363
-12,884
-17% -$874K 0.02% 616
2023
Q2 		$5.14M Sell
76,247
-9,584
-11% -$630K 0.03% 528
2023
Q1 		$5.59M Sell
85,831
-108,470
-56% -$7.12M 0.04% 429
2022
Q4 		$12.6M Sell
194,301
-42,329
-18% -$2.7M 0.08% 260
2022
Q3 		$13.7M Buy
236,630
+5,426
+2% +$345K 0.1% 219
2022
Q2 		$14.3M Buy
231,204
+20,505
+10% +$1.35M 0.11% 213
2022
Q1 		$14.7M Buy
210,699
+949
+0.5% +$65.6K 0.1% 209
2021
Q4 		$14.7M Buy
209,750
+12,899
+7% +$882K 0.11% 207
2021
Q3 		$12.9M Buy
196,851
+26,961
+16% +$1.81M 0.1% 217
2021
Q2 		$11.3M Buy
169,890
+7,651
+5% +$507K 0.09% 233
2021
Q1 		$10.3M Buy
162,239
+29,519
+22% +$1.79M 0.1% 228
2020
Q4 		$7.68M Buy
132,720
+17,529
+15% +$958K 0.08% 239
2020
Q3 		$5.88M Buy
115,191
+3,494
+3% +$179K 0.07% 247
2020
Q2 		$5.45M Buy
111,697
+17,301
+18% +$835K 0.07% 248
2020
Q1 		$4.16M Buy
94,396
+40,698
+76% +$2.19M 0.07% 252
2019
Q4 		$3.14M Buy
53,698
+12,465
+30% +$704K 0.05% 367
2019
Q3 		$2.26M Buy
41,233
+4,164
+11% +$226K 0.04% 408
2019
Q2 		$2M Buy
37,069
+12,538
+51% +$669K 0.03% 497
2019
Q1 		$1.29M Buy
+24,531
New +$1.26M 0.02% 605
2018
Q4 		– Sell
-4,051
Closed -$217K – 1552
2018
Q3 		$217K Buy
+4,051
New +$214K ﹤0.01% 1457

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B 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 $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
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

MML Investors Services's IWX Position: Q2 2026 in Review

MML Investors Services reduced its iShares Russell Top 200 Value ETF (IWX) stake by 54% in Q2 2026, selling an estimated $5.94M and leaving 49,065 shares worth $5.16M. The position accounts for 0.01% of the portfolio, ranked #975.

MML Investors Services first reported a position in IWX in Q3 2018 and has held it in 31 quarters since. The position peaked at $15.6M in Q3 2024. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • MML Investors Services held 49,065 shares of iShares Russell Top 200 Value ETF worth $5.16M as of Q2 2026.
  • MML Investors Services sold 58,663 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $5.94M.
  • iShares Russell Top 200 Value ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #975 holding.
  • MML Investors Services first reported a position in iShares Russell Top 200 Value ETF in Q3 2018 and has held it in 31 quarters since.
  • MML Investors Services's iShares Russell Top 200 Value ETF position peaked at $15.6M in Q3 2024.
  • 265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.