Qube Research & Technologies (QRT)
IWX icon

Qube Research & Technologies (QRT)’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Qube Research & Technologies (QRT)’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 		$55.5K Buy
599
+107
+22% +$10.2K ﹤0.01% 3154
2025
Q4 		$45.2K Sell
492
-881
-64% -$79.1K ﹤0.01% 3293
2025
Q3 		$121K Buy
1,373
+348
+34% +$29.9K ﹤0.01% 3029
2025
Q2 		$86.3K Buy
1,025
+627
+158% +$50.5K ﹤0.01% 3058
2025
Q1 		$32.7K Buy
398
+302
+315% +$24.8K ﹤0.01% 3176
2024
Q4 		$7.59K Buy
+96
New +$7.87K ﹤0.01% 3263
2024
Q2 		– Sell
-1,257
Closed -$95.9K – 4284
2024
Q1 		$95.9K Sell
1,257
-181
-13% -$13.1K ﹤0.01% 3315
2023
Q4 		$101K Buy
1,438
+181
+14% +$12K ﹤0.01% 3091
2023
Q3 		$82.2K Buy
+1,257
New +$85.3K ﹤0.01% 2721
2023
Q1 		– Sell
-207
Closed -$13.4K – 2786
2022
Q4 		$13.4K Buy
+207
New +$13.2K ﹤0.01% 2260
2022
Q2 		– Sell
-1,797
Closed -$125K – 2823
2022
Q1 		$125K Sell
1,797
-1,475
-45% -$102K ﹤0.01% 2033
2021
Q4 		$229K Buy
3,272
+2,553
+355% +$175K ﹤0.01% 1921
2021
Q3 		$47K Buy
719
+484
+206% +$32.5K ﹤0.01% 1880
2021
Q2 		$16K Buy
+235
New +$15.6K ﹤0.01% 2113

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

Qube Research & Technologies (QRT)'s IWX Position: Q1 2026 in Review

Qube Research & Technologies (QRT) increased its iShares Russell Top 200 Value ETF (IWX) stake by 22% in Q1 2026, buying an estimated $10.2K and bringing the position to 599 shares worth $55.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3154.

Qube Research & Technologies (QRT) first reported a position in IWX in Q2 2021 and has held it in 14 quarters since. The position peaked at $229K in Q4 2021. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Qube Research & Technologies (QRT) held 599 shares of iShares Russell Top 200 Value ETF worth $55.5K as of Q1 2026.
  • Qube Research & Technologies (QRT) bought 107 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $10.2K.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #3154 holding.
  • Qube Research & Technologies (QRT) first reported a position in iShares Russell Top 200 Value ETF in Q2 2021 and has held it in 14 quarters since.
  • Qube Research & Technologies (QRT)'s iShares Russell Top 200 Value ETF position peaked at $229K in Q4 2021.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.