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 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 $26B 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 $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 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 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

Stifel Financial's IWX Position: Q1 2026 in Review

Stifel Financial increased its iShares Russell Top 200 Value ETF (IWX) stake by 26% in Q1 2026, buying an estimated $270K and bringing the position to 13,761 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

Stifel Financial first reported a position in IWX in Q2 2019 and has held it in 6 quarters since. The position peaked at $1.34M in Q2 2019. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Stifel Financial held 13,761 shares of iShares Russell Top 200 Value ETF worth $1.28M as of Q1 2026.
Stifel Financial bought 2,840 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $270K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2282 holding.
Stifel Financial first reported a position in iShares Russell Top 200 Value ETF in Q2 2019 and has held it in 6 quarters since.
Stifel Financial's iShares Russell Top 200 Value ETF position peaked at $1.34M in Q2 2019.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.