Montgomery Financial Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Montgomery Financial 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	$13.9M	Buy	+132,081	New	+$13.4M	12.07%	3

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

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Montgomery Financial Services's IWX Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 132,081 shares worth $13.9M. The stake represents 12.07% of the portfolio and ranks #3 among its holdings.

257 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Montgomery Financial Services held 132,081 shares of iShares Russell Top 200 Value ETF worth $13.9M as of Q2 2026.
iShares Russell Top 200 Value ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Russell Top 200 Value ETF made up 12.07% of Montgomery Financial Services's portfolio in Q2 2026, its #3 holding.
257 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.