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Wilmington Savings Fund Society’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Wilmington Savings Fund Society’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 		$51.8M Sell
492,332
-12,316
-2% -$1.25M 1.16% 19
2026
Q1 		$46.8M Sell
504,648
-1,251
-0.2% -$119K 1.11% 19
2025
Q4 		$46.5M Buy
505,899
+18,599
+4% +$1.67M 1.09% 18
2025
Q3 		$42.8M Buy
487,300
+15,868
+3% +$1.36M 1.03% 17
2025
Q2 		$39.7M Buy
471,432
+50,158
+12% +$4.04M 0.71% 26
2025
Q1 		$34.6M Buy
421,274
+29,087
+7% +$2.39M 0.65% 32
2024
Q4 		$31M Buy
392,187
+21,283
+6% +$1.75M 0.56% 38
2024
Q3 		$30.1M Sell
370,904
-34
-0% -$2.65K 0.54% 41
2024
Q2 		$27.8M Sell
370,938
-4,721
-1% -$353K 1.06% 19
2024
Q1 		$28.7M Buy
+375,659
New +$27.2M 1.1% 18
2023
Q3 		$22.1M Sell
338,466
-2,447
-0.7% -$166K 0.97% 24
2023
Q2 		$23M Buy
340,913
+14,902
+5% +$980K 0.96% 23
2023
Q1 		$21.2M Buy
326,011
+7,905
+2% +$519K 0.94% 24
2022
Q4 		$20.7M Sell
318,106
-20,323
-6% -$1.3M 0.94% 24
2022
Q3 		$19.5M Buy
338,429
+13,350
+4% +$849K 0.95% 21
2022
Q2 		$20.1M Buy
325,079
+16,251
+5% +$1.07M 0.92% 23
2022
Q1 		$21.5M Buy
308,828
+2,123
+0.7% +$147K 0.84% 28
2021
Q4 		$21.5M Buy
306,705
+11,720
+4% +$802K 0.77% 29
2021
Q3 		$19.4M Buy
294,985
+18,172
+7% +$1.22M 0.75% 33
2021
Q2 		$18.4M Buy
276,813
+4,210
+2% +$279K 0.7% 35
2021
Q1 		$17.4M Buy
272,603
+17,908
+7% +$1.09M 0.69% 39
2020
Q4 		$14.7M Buy
254,695
+29,101
+13% +$1.59M 0.62% 45
2020
Q3 		$11.5M Buy
225,594
+21,433
+10% +$1.1M 0.53% 50
2020
Q2 		$9.97M Buy
204,161
+179,651
+733% +$8.67M 0.49% 58
2020
Q1 		$1.08M Buy
24,510
+355
+1% +$19.1K 0.06% 189
2019
Q4 		$1.41M Buy
24,155
+2,684
+13% +$152K 0.07% 163
2019
Q3 		$1.18M Buy
21,471
+412
+2% +$22.4K 0.06% 172
2019
Q2 		$1.14M Buy
21,059
+635
+3% +$33.9K 0.06% 178
2019
Q1 		$1.07M Buy
20,424
+5,115
+33% +$262K 0.06% 179
2018
Q4 		$732K Buy
15,309
+5,973
+64% +$306K 0.04% 203
2018
Q3 		$499K Buy
+9,336
New +$493K 0.03% 251
2018
Q2 		– Sell
-4,072
Closed -$205K – 368
2018
Q1 		$205K Buy
+4,072
New +$215K 0.01% 329

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
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

Wilmington Savings Fund Society's IWX Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its iShares Russell Top 200 Value ETF (IWX) stake by 2.4% in Q2 2026, selling an estimated $1.25M and leaving 492,332 shares worth $51.8M. The position accounts for 1.16% of the portfolio, ranked #19.

Wilmington Savings Fund Society first reported a position in IWX in Q1 2018 and has held it in 32 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Wilmington Savings Fund Society held 492,332 shares of iShares Russell Top 200 Value ETF worth $51.8M as of Q2 2026.
  • Wilmington Savings Fund Society sold 12,316 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $1.25M.
  • iShares Russell Top 200 Value ETF made up 1.16% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #19 holding.
  • Wilmington Savings Fund Society first reported a position in iShares Russell Top 200 Value ETF in Q1 2018 and has held it in 32 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.