SVB Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History

SVB Wealth’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	$50.3M	Buy	477,994 +18,046	+4%	+$1.83M	3.17%	5
2026 Q1	$42.6M	Sell	459,948 -48,458	-10%	-$4.61M	2.81%	8
2025 Q4	$46.7M	Sell	508,406 -37,261	-7%	-$3.34M	2.75%	7
2025 Q3	$48M	Buy	545,667 +13,108	+2%	+$1.12M	2.58%	6
2025 Q2	$44.8M	Buy	+532,559	New	+$42.9M	2.4%	7
2025 Q1	–	Sell	-717,934	Closed	-$56.7M	–	1647
2024 Q4	$56.7M	Buy	717,934 +480,181	+202%	+$39.4M	1.06%	10
2024 Q3	$19.3M	Sell	237,753 -341,441	-59%	-$26.6M	16.44%	3
2024 Q2	$43.3M	Buy	579,194 +97,403	+20%	+$7.29M	1.07%	13
2024 Q1	$36.8M	Buy	481,791 +236,257	+96%	+$17.1M	0.82%	20
2023 Q4	$17.2M	Buy	245,534 +233,898	+2,010%	+$15.5M	0.42%	57
2023 Q3	$761K	Buy	+11,636	New	+$790K	0.02%	360

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

SVB Wealth's IWX Position: Q2 2026 in Review

SVB Wealth increased its iShares Russell Top 200 Value ETF (IWX) stake by 3.9% in Q2 2026, buying an estimated $1.83M and bringing the position to 477,994 shares worth $50.3M. The position accounts for 3.17% of the portfolio, ranked #5.

SVB Wealth first reported a position in IWX in Q3 2023 and has held it in 11 quarters since. The position peaked at $56.7M in Q4 2024. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

SVB Wealth held 477,994 shares of iShares Russell Top 200 Value ETF worth $50.3M as of Q2 2026.
SVB Wealth bought 18,046 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $1.83M.
iShares Russell Top 200 Value ETF made up 3.17% of SVB Wealth's portfolio in Q2 2026, its #5 holding.
SVB Wealth first reported a position in iShares Russell Top 200 Value ETF in Q3 2023 and has held it in 11 quarters since.
SVB Wealth's iShares Russell Top 200 Value ETF position peaked at $56.7M in Q4 2024.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.