UBS AM’s iShares Russell Top 200 Value ETF IWX Stock Holding History

UBS AM’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	$545K	Sell	5,182 -1,031	-17%	-$104K	﹤0.01%	2519
2026 Q1	$576K	Buy	6,213 +5,031	+426%	+$479K	﹤0.01%	2516
2025 Q4	$109K	Buy	+1,182	New	+$106K	﹤0.01%	2522
2019 Q4	–	Sell	-2,763	Closed	-$151K	–	2696
2019 Q3	$151K	Hold	2,763	–	–	﹤0.01%	2628
2019 Q2	$149K	Hold	2,763	–	–	﹤0.01%	2604
2019 Q1	$145K	Sell	2,763 -133	-5%	-$6.81K	﹤0.01%	2536
2018 Q4	$138K	Buy	2,896 +462	+19%	+$23.7K	﹤0.01%	2478
2018 Q3	$130K	Sell	2,434 -359	-13%	-$19K	﹤0.01%	2506
2018 Q2	$142K	Buy	2,793 +73	+3%	+$3.72K	﹤0.01%	2531
2018 Q1	$137K	Buy	2,720 +1,812	+200%	+$95.6K	﹤0.01%	2436
2017 Q4	$47.6K	Buy	908 +124	+16%	+$6.33K	﹤0.01%	2439
2017 Q3	$39.2K	Buy	784 +274	+54%	+$13.4K	﹤0.01%	2414
2017 Q2	$24.9K	Buy	510 +404	+381%	+$19.5K	﹤0.01%	2412
2017 Q1	$5.11K	Hold	106	–	–	﹤0.01%	2416
2016 Q4	$5K	Buy	+106	New	+$4.81K	﹤0.01%	2420

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

UBS AM's IWX Position: Q2 2026 in Review

UBS AM reduced its iShares Russell Top 200 Value ETF (IWX) stake by 17% in Q2 2026, selling an estimated $104K and leaving 5,182 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

UBS AM first reported a position in IWX in Q4 2016 and has held it in 15 quarters since. The position peaked at $576K in Q1 2026. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

UBS AM held 5,182 shares of iShares Russell Top 200 Value ETF worth $545K as of Q2 2026.
UBS AM sold 1,031 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $104K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2519 holding.
UBS AM first reported a position in iShares Russell Top 200 Value ETF in Q4 2016 and has held it in 15 quarters since.
UBS AM's iShares Russell Top 200 Value ETF position peaked at $576K in Q1 2026.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.