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IWX icon

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
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 $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $282M AUM 12.37% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return