William Blair & Company’s iShares Russell Top 200 Value ETF IWX Stock Holding History

William Blair & Company’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	$353K	Buy	3,808 +265	+7%	+$25.2K	﹤0.01%	1270
2025 Q4	$325K	Hold	3,543	–	–	﹤0.01%	1278
2025 Q3	$311K	Hold	3,543	–	–	﹤0.01%	1293
2025 Q2	$298K	Sell	3,543 -18	-0.5%	-$1.45K	﹤0.01%	1268
2025 Q1	$293K	Hold	3,561	–	–	﹤0.01%	1265
2024 Q4	$281K	Buy	3,561 +256	+8%	+$21K	﹤0.01%	1310
2024 Q3	$269K	Hold	3,305	–	–	﹤0.01%	1329
2024 Q2	$247K	Hold	3,305	–	–	﹤0.01%	1328
2024 Q1	$252K	Hold	3,305	–	–	﹤0.01%	1320
2023 Q4	$232K	Hold	3,305	–	–	﹤0.01%	1345
2023 Q3	$216K	Hold	3,305	–	–	﹤0.01%	1362
2023 Q2	$223K	Hold	3,305	–	–	﹤0.01%	1369
2023 Q1	$215K	Hold	3,305	–	–	﹤0.01%	1378
2022 Q4	$215K	Hold	3,305	–	–	﹤0.01%	1345
2022 Q3	$191K	Hold	3,305	–	–	﹤0.01%	1395
2022 Q2	$204K	Hold	3,305	–	–	﹤0.01%	1412
2022 Q1	$230K	Hold	3,305	–	–	﹤0.01%	1464
2021 Q4	$232K	Hold	3,305	–	–	﹤0.01%	1511
2021 Q3	$217K	Hold	3,305	–	–	﹤0.01%	1465
2021 Q2	$220K	Hold	3,305	–	–	﹤0.01%	1468
2021 Q1	$211K	Hold	3,305	–	–	﹤0.01%	1467
2020 Q4	$191K	Hold	3,305	–	–	﹤0.01%	1451
2020 Q3	$169K	Hold	3,305	–	–	﹤0.01%	1347
2020 Q2	$161K	Hold	3,305	–	–	﹤0.01%	1292
2020 Q1	$146K	Hold	3,305	–	–	﹤0.01%	1242
2019 Q4	$193K	Hold	3,305	–	–	﹤0.01%	1318
2019 Q3	$181K	Hold	3,305	–	–	﹤0.01%	1291
2019 Q2	$179K	Hold	3,305	–	–	﹤0.01%	1330
2019 Q1	$174K	Buy	+3,305	New	+$169K	﹤0.01%	1323

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B 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 $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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

William Blair & Company's IWX Position: Q1 2026 in Review

William Blair & Company increased its iShares Russell Top 200 Value ETF (IWX) stake by 7.5% in Q1 2026, buying an estimated $25.2K and bringing the position to 3,808 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

William Blair & Company first reported a position in IWX in Q1 2019 and has held it in 29 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

William Blair & Company held 3,808 shares of iShares Russell Top 200 Value ETF worth $353K as of Q1 2026.
William Blair & Company bought 265 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $25.2K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1270 holding.
William Blair & Company first reported a position in iShares Russell Top 200 Value ETF in Q1 2019 and has held it in 29 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.