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Steward Partners Investment Advisory’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Steward Partners Investment Advisory’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 		$243K Buy
2,618
+755
+41% +$71.8K ﹤0.01% 1923
2025
Q4 		$171K Buy
1,863
+895
+92% +$80.3K ﹤0.01% 1997
2025
Q3 		$85.1K Buy
968
+895
+1,226% +$76.8K ﹤0.01% 2323
2025
Q2 		$6.15K Hold
73
– – ﹤0.01% 3403
2025
Q1 		$6K Buy
+73
New +$6.01K ﹤0.01% 3318

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 $4.48B AUM 24.77% 1-Year Est. Return

Steward Partners Investment Advisory's IWX Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares Russell Top 200 Value ETF (IWX) stake by 41% in Q1 2026, buying an estimated $71.8K and bringing the position to 2,618 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Steward Partners Investment Advisory first reported a position in IWX in Q1 2025 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Steward Partners Investment Advisory held 2,618 shares of iShares Russell Top 200 Value ETF worth $243K as of Q1 2026.
  • Steward Partners Investment Advisory bought 755 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $71.8K.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1923 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.