Superior Planning, LLC’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Superior Planning, LLC’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 Q3	$54.8K	Buy	+500	New	+$55.3K	0.02%	356

Other funds holding IWX

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.71B AUM 11.67% 1-Year Est. Return

Superior Planning, LLC's IWX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q3 2026: 500 shares worth $54.8K. The stake represents 0.02% of the portfolio and ranks #356 among its holdings.

201 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

Superior Planning, LLC held 500 shares of iShares Russell Top 200 Value ETF worth $54.8K as of Q3 2026.
iShares Russell Top 200 Value ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Russell Top 200 Value ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #356 holding.
201 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.