NA
IWX icon

NewEdge Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

NewEdge Advisors’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 		$18.3M Sell
174,263
-9,979
-5% -$1.01M 0.05% 330
2026
Q1 		$17.1M Sell
184,242
-3,211
-2% -$305K 0.06% 305
2025
Q4 		$17.2M Buy
187,453
+20,951
+13% +$1.88M 0.06% 283
2025
Q3 		$14.6M Sell
166,502
-2,983
-2% -$256K 0.07% 294
2025
Q2 		$14.3M Sell
169,485
-871
-0.5% -$70.1K 0.07% 267
2025
Q1 		$14M Sell
170,356
-7,613
-4% -$626K 0.08% 251
2024
Q4 		$14.1M Sell
177,969
-2,623
-1% -$215K 0.08% 235
2024
Q3 		$14.7M Buy
180,592
+19,958
+12% +$1.56M 0.1% 216
2024
Q2 		$12M Buy
160,634
+5,054
+3% +$378K 0.09% 230
2024
Q1 		$11.9M Sell
155,580
-48,712
-24% -$3.52M 0.1% 201
2023
Q4 		$14.4M Sell
204,292
-23,739
-10% -$1.57M 0.14% 161
2023
Q3 		$14.9M Buy
228,031
+60,626
+36% +$4.11M 0.16% 134
2023
Q2 		$11.3M Sell
167,405
-22,557
-12% -$1.48M 0.13% 167
2023
Q1 		$12.4M Buy
189,962
+7,966
+4% +$523K 0.15% 144
2022
Q4 		$11.8M Buy
181,996
+159,575
+712% +$10.2M 0.32% 67
2022
Q3 		$1.29M Buy
22,421
+17,721
+377% +$1.13M 0.02% 555
2022
Q2 		$290K Buy
+4,700
New +$310K ﹤0.01% 1232
2022
Q1 		– Sell
-3,644
Closed -$255K – 1386
2021
Q4 		$255K Buy
+3,644
New +$249K ﹤0.01% 1409

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

NewEdge Advisors's IWX Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 5.4% in Q2 2026, selling an estimated $1.01M and leaving 174,263 shares worth $18.3M. The position accounts for 0.05% of the portfolio, ranked #330.

NewEdge Advisors first reported a position in IWX in Q4 2021 and has held it in 18 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • NewEdge Advisors held 174,263 shares of iShares Russell Top 200 Value ETF worth $18.3M as of Q2 2026.
  • NewEdge Advisors sold 9,979 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $1.01M.
  • iShares Russell Top 200 Value ETF made up 0.05% of NewEdge Advisors's portfolio in Q2 2026, its #330 holding.
  • NewEdge Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.