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

Stifel 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 Q3	$1.22M	Buy	11,147 +891	+9%	+$98.6K	﹤0.01%	2421
2026 Q2	$1.08M	Sell	10,256 -3,505	-25%	-$355K	﹤0.01%	2505
2026 Q1	$1.28M	Buy	13,761 +2,840	+26%	+$270K	﹤0.01%	2282
2025 Q4	$1M	Buy	10,921 +320	+3%	+$28.7K	﹤0.01%	2435
2025 Q3	$932K	Buy	10,601 +290	+3%	+$24.9K	﹤0.01%	2431
2025 Q2	$868K	Buy	10,311 +6,988	+210%	+$562K	﹤0.01%	2425
2025 Q1	$273K	Buy	+3,323	New	+$273K	﹤0.01%	3031
2019 Q3	–	Sell	-24,822	Closed	-$1.34M	–	2914
2019 Q2	$1.34M	Buy	+24,822	New	+$1.32M	﹤0.01%	1612

Other funds holding IWX

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.71B AUM 11.67% 1-Year Est. Return

Stifel Financial's IWX Position: Q3 2026 in Review

Stifel Financial increased its iShares Russell Top 200 Value ETF (IWX) stake by 8.7% in Q3 2026, buying an estimated $98.6K and bringing the position to 11,147 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Stifel Financial first reported a position in IWX in Q2 2019 and has held it in 8 quarters since. The position peaked at $1.34M in Q2 2019. 204 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

Stifel Financial held 11,147 shares of iShares Russell Top 200 Value ETF worth $1.22M as of Q3 2026.
Stifel Financial bought 891 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $98.6K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #2421 holding.
Stifel Financial first reported a position in iShares Russell Top 200 Value ETF in Q2 2019 and has held it in 8 quarters since.
Stifel Financial's iShares Russell Top 200 Value ETF position peaked at $1.34M in Q2 2019.
204 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.