Raymond James Financial’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Raymond James Financial’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	$18.5M	Buy	199,286 +63,286	+47%	+$6.02M	0.01%	1530
2025 Q4	$12.5M	Buy	136,000 +6,759	+5%	+$607K	﹤0.01%	1788
2025 Q3	$11.4M	Buy	129,241 +10,307	+9%	+$884K	﹤0.01%	1816
2025 Q2	$10M	Buy	118,934 +16,511	+16%	+$1.33M	﹤0.01%	1866
2025 Q1	$8.42M	Buy	102,423 +368	+0.4%	+$30.3K	﹤0.01%	1952
2024 Q4	$8.07M	Buy	+102,055	New	+$8.37M	﹤0.01%	2006

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 $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $4.48B AUM 24.77% 1-Year Est. Return

Raymond James Financial's IWX Position: Q1 2026 in Review

Raymond James Financial increased its iShares Russell Top 200 Value ETF (IWX) stake by 47% in Q1 2026, buying an estimated $6.02M and bringing the position to 199,286 shares worth $18.5M. The position accounts for 0.01% of the portfolio, ranked #1530.

Raymond James Financial first reported a position in IWX in Q4 2024 and has held it in 6 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Raymond James Financial held 199,286 shares of iShares Russell Top 200 Value ETF worth $18.5M as of Q1 2026.
Raymond James Financial bought 63,286 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $6.02M.
iShares Russell Top 200 Value ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1530 holding.
Raymond James Financial first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 6 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.