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 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

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

Stifel Financial's IWX Position: Q2 2026 in Review

Stifel Financial reduced its iShares Russell Top 200 Value ETF (IWX) stake by 25% in Q2 2026, selling an estimated $355K and leaving 10,256 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Stifel Financial first reported a position in IWX in Q2 2019 and has held it in 7 quarters since. The position peaked at $1.34M in Q2 2019. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Stifel Financial held 10,256 shares of iShares Russell Top 200 Value ETF worth $1.08M as of Q2 2026.
Stifel Financial sold 3,505 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $355K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2505 holding.
Stifel Financial first reported a position in iShares Russell Top 200 Value ETF in Q2 2019 and has held it in 7 quarters since.
Stifel Financial's iShares Russell Top 200 Value ETF position peaked at $1.34M in Q2 2019.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.