Tower Research Capital (TRC)’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Tower Research Capital (TRC)’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	$35.8K	Sell	340 -8,730	-96%	-$884K	﹤0.01%	3024
2026 Q1	$841K	Buy	+9,070	New	+$863K	0.02%	610
2025 Q4	–	Sell	-4,983	Closed	-$438K	–	5382
2025 Q3	$438K	Buy	4,983 +4,203	+539%	+$361K	0.01%	963
2025 Q2	$65.7K	Buy	780 +231	+42%	+$18.6K	﹤0.01%	2737
2025 Q1	$45.1K	Buy	+549	New	+$45.2K	﹤0.01%	2293
2024 Q2	–	Sell	-5,214	Closed	-$398K	–	5851
2024 Q1	$398K	Buy	5,214 +4,330	+490%	+$313K	0.01%	997
2023 Q4	$62K	Sell	884 -4,892	-85%	-$325K	﹤0.01%	2986
2023 Q3	$378K	Buy	5,776 +438	+8%	+$29.7K	0.01%	1033
2023 Q2	$360K	Sell	5,338 -8,915	-63%	-$586K	0.01%	1192
2023 Q1	$928K	Buy	14,253 +3,553	+33%	+$233K	0.03%	487
2022 Q4	$695K	Buy	10,700 +3,825	+56%	+$244K	0.03%	532
2022 Q3	$397K	Buy	+6,875	New	+$437K	0.01%	1316
2022 Q1	–	Sell	-4,926	Closed	-$345K	–	6323
2021 Q4	$345K	Sell	4,926 -288	-6%	-$19.7K	0.01%	1378
2021 Q3	$342K	Sell	5,214 -5,123	-50%	-$344K	0.01%	1277
2021 Q2	$687K	Buy	10,337 +7,565	+273%	+$501K	0.02%	936
2021 Q1	$177K	Sell	2,772 -6,515	-70%	-$396K	﹤0.01%	2117
2020 Q4	$538K	Buy	9,287 +6,721	+262%	+$367K	0.02%	934
2020 Q3	$131K	Sell	2,566 -5,340	-68%	-$274K	﹤0.01%	2923
2020 Q2	$386K	Buy	7,906 +897	+13%	+$43.3K	0.02%	1238
2020 Q1	$309K	Buy	7,009 +1,039	+17%	+$55.9K	0.02%	595
2019 Q4	$349K	Sell	5,970 -6,907	-54%	-$390K	0.03%	392
2019 Q3	$705K	Buy	+12,877	New	+$699K	0.05%	422
2019 Q2	–	Sell	-60	Closed	-$3K	–	3975
2019 Q1	$3K	Buy	+60	New	+$3.07K	﹤0.01%	3292
2017 Q2	–	Sell	-755	Closed	-$36K	–	3070
2017 Q1	$36K	Buy	+755	New	+$36.4K	﹤0.01%	909
2013 Q3	–	Sell	-27	Closed	-$1K	–	4687
2013 Q2	$1K	Buy	+27	New	+$961	﹤0.01%	3690

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

Tower Research Capital (TRC)'s IWX Position: Q2 2026 in Review

Tower Research Capital (TRC) reduced its iShares Russell Top 200 Value ETF (IWX) stake by 96% in Q2 2026, selling an estimated $884K and leaving 340 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3024.

Tower Research Capital (TRC) first reported a position in IWX in Q2 2013 and has held it in 25 quarters since. The position peaked at $928K in Q1 2023. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Tower Research Capital (TRC) held 340 shares of iShares Russell Top 200 Value ETF worth $35.8K as of Q2 2026.
Tower Research Capital (TRC) sold 8,730 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $884K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #3024 holding.
Tower Research Capital (TRC) first reported a position in iShares Russell Top 200 Value ETF in Q2 2013 and has held it in 25 quarters since.
Tower Research Capital (TRC)'s iShares Russell Top 200 Value ETF position peaked at $928K in Q1 2023.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.