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

Rossby 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 		$157K Buy
1,690
+1,647
+3,830% +$157K 0.03% 433
2025
Q4 		$3.95K Buy
+43
New +$3.86K ﹤0.01% 1181

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

Rossby Financial's IWX Position: Q1 2026 in Review

Rossby Financial increased its iShares Russell Top 200 Value ETF (IWX) stake by 3,830% in Q1 2026, buying an estimated $157K and bringing the position to 1,690 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #433.

Rossby Financial first reported a position in IWX in Q4 2025 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Rossby Financial held 1,690 shares of iShares Russell Top 200 Value ETF worth $157K as of Q1 2026.
  • Rossby Financial bought 1,647 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $157K.
  • iShares Russell Top 200 Value ETF made up 0.03% of Rossby Financial's portfolio in Q1 2026, its #433 holding.
  • Rossby Financial first reported a position in iShares Russell Top 200 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.