Sterling Capital Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Sterling Capital Management’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	$33.3M	Buy	316,217 +79,687	+34%	+$8.07M	0.56%	39
2026 Q1	$21.9M	Buy	236,530 +42,294	+22%	+$4.02M	0.42%	56
2025 Q4	$17.8M	Sell	194,236 -55,326	-22%	-$4.97M	0.29%	70
2025 Q3	$21.9M	Buy	249,562 +11,048	+5%	+$948K	0.32%	62
2025 Q2	$20.1M	Buy	238,514 +324	+0.1%	+$26.1K	0.29%	61
2025 Q1	$19.6M	Sell	238,190 -8,814	-4%	-$725K	0.3%	57
2024 Q4	$19.5M	Buy	247,004 +4,478	+2%	+$367K	0.27%	63
2024 Q3	$19.7M	Buy	+242,526	New	+$18.9M	0.25%	63
2019 Q3	$2.11M	Buy	38,590 +6,910	+22%	+$375K	0.02%	404
2019 Q2	$1.71M	Sell	31,680 -1,280	-4%	-$68.3K	0.02%	441
2019 Q1	$1.73M	Buy	+32,960	New	+$1.69M	0.02%	427

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

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

Sterling Capital Management's IWX Position: Q2 2026 in Review

Sterling Capital Management increased its iShares Russell Top 200 Value ETF (IWX) stake by 34% in Q2 2026, buying an estimated $8.07M and bringing the position to 316,217 shares worth $33.3M. The position accounts for 0.56% of the portfolio, ranked #39.

Sterling Capital Management first reported a position in IWX in Q1 2019 and has held it in 11 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Sterling Capital Management held 316,217 shares of iShares Russell Top 200 Value ETF worth $33.3M as of Q2 2026.
Sterling Capital Management bought 79,687 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $8.07M.
iShares Russell Top 200 Value ETF made up 0.56% of Sterling Capital Management's portfolio in Q2 2026, its #39 holding.
Sterling Capital Management first reported a position in iShares Russell Top 200 Value ETF in Q1 2019 and has held it in 11 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.