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

Waldron Private 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	$2.22M	Hold	21,097	–	–	0.08%	93
2026 Q1	$1.96M	Buy	21,097 +3,789	+22%	+$360K	0.08%	92
2025 Q4	$1.59M	Hold	17,308	–	–	0.06%	104
2025 Q3	$1.52M	Hold	17,308	–	–	0.06%	105
2025 Q2	$1.46M	Hold	17,308	–	–	0.06%	106
2025 Q1	$1.42M	Hold	17,308	–	–	0.07%	106
2024 Q4	$1.37M	Hold	17,308	–	–	0.06%	135
2024 Q3	$1.41M	Hold	17,308	–	–	0.06%	131
2024 Q2	$1.29M	Hold	17,308	–	–	0.06%	129
2024 Q1	$1.32M	Hold	17,308	–	–	0.06%	134
2023 Q4	$1.21M	Hold	17,308	–	–	0.06%	137
2023 Q3	$1.14M	Hold	17,308	–	–	0.06%	137
2023 Q2	$1.17M	Hold	17,308	–	–	0.06%	137
2023 Q1	$1.13M	Hold	17,308	–	–	0.05%	151
2022 Q4	$998K	Hold	17,308	–	–	0.06%	155
2022 Q3	$998K	Hold	17,308	–	–	0.06%	155
2022 Q2	$1.07M	Sell	17,308 -486	-3%	-$32.1K	0.06%	163
2022 Q1	$1.24M	Sell	17,794 -1,783	-9%	-$123K	0.06%	155
2021 Q4	$1.37M	Buy	19,577 +3,206	+20%	+$219K	0.07%	141
2021 Q3	$1.07M	Buy	+16,371	New	+$1.1M	0.06%	145

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

Waldron Private Wealth's IWX Position: Q2 2026 in Review

Waldron Private Wealth held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 21,097 shares worth $2.22M. The position accounts for 0.08% of the portfolio, ranked #93.

Waldron Private Wealth first reported a position in IWX in Q3 2021 and has held it in 20 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Waldron Private Wealth held 21,097 shares of iShares Russell Top 200 Value ETF worth $2.22M as of Q2 2026.
Waldron Private Wealth left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.08% of Waldron Private Wealth's portfolio in Q2 2026, its #93 holding.
Waldron Private Wealth first reported a position in iShares Russell Top 200 Value ETF in Q3 2021 and has held it in 20 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.