NMG
IWX icon

New Millennium Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

New Millennium Group’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
2025
Q4 		$8.73K Hold
95
– – ﹤0.01% 213
2025
Q3 		$8.35K Hold
95
– – ﹤0.01% 231
2025
Q2 		$8K Sell
95
-101
-52% -$8.13K ﹤0.01% 212
2025
Q1 		$16.1K Sell
196
-48
-20% -$3.95K 0.01% 163
2024
Q4 		$19.3K Buy
244
+144
+144% +$11.8K 0.01% 161
2024
Q3 		$8.13K Sell
100
-9
-8% -$702 0.01% 197
2024
Q2 		$8.15K Buy
+109
New +$8.15K 0.01% 201
2024
Q1 		– Sell
-112
Closed -$7.87K – 233
2023
Q4 		$7.87K Hold
112
– – 0.01% 217
2023
Q3 		$7.34K Sell
112
-20
-15% -$1.36K 0.01% 187
2023
Q2 		$8.92K Sell
132
-167
-56% -$11K 0.01% 177
2023
Q1 		$19.5K Hold
299
– – 0.02% 153
2022
Q4 		$19.4K Sell
299
-199
-40% -$12.7K 0.02% 152
2022
Q3 		$28K Sell
498
-25
-5% -$1.59K 0.03% 124
2022
Q2 		$32K Buy
+523
New +$34.5K 0.03% 118

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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
AF
Align Financial Hermantown, Minnesota $176M AUM
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

New Millennium Group's IWX Position: Q4 2025 in Review

New Millennium Group held its iShares Russell Top 200 Value ETF (IWX) position steady in Q4 2025 at 95 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

New Millennium Group first reported a position in IWX in Q2 2022 and has held it in 14 quarters since. The position peaked at $32K in Q2 2022. 242 funds tracked by Wall St. Rank hold IWX as of Q4 2025.

  • New Millennium Group held 95 shares of iShares Russell Top 200 Value ETF worth $8.73K as of Q4 2025.
  • New Millennium Group left its iShares Russell Top 200 Value ETF share count unchanged in Q4 2025.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #213 holding.
  • New Millennium Group first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and has held it in 14 quarters since.
  • New Millennium Group's iShares Russell Top 200 Value ETF position peaked at $32K in Q2 2022.
  • 242 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.