TCOT
IWX icon

Trust Company of Toledo’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Trust Company of Toledo’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 		– Sell
-48
Closed -$4.45K – 898
2026
Q1 		$4.45K Hold
48
– – ﹤0.01% 704
2025
Q4 		$4.41K Hold
48
– – ﹤0.01% 673
2025
Q3 		$4.22K Hold
48
– – ﹤0.01% 679
2025
Q2 		$4.04K Buy
+48
New +$3.86K ﹤0.01% 680

Other funds holding IWX

Envestnet Portfolio Solutions
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Trust Company of Toledo's IWX Position: Q2 2026 in Review

Trust Company of Toledo sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 48 shares — an estimated $4.45K sold.

Trust Company of Toledo first reported a position in IWX in Q2 2025 and held it in 4 quarters. The position peaked at $4.45K in Q1 2026. 114 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Trust Company of Toledo reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Trust Company of Toledo sold 48 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $4.45K.
  • Trust Company of Toledo first reported a position in iShares Russell Top 200 Value ETF in Q2 2025 and held it in 4 quarters.
  • Trust Company of Toledo's iShares Russell Top 200 Value ETF position peaked at $4.45K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.