Creative Planning
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Creative Planning’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Creative Planning’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,120
Closed -$256K – 3654
2025
Q1 		$256K Buy
+3,120
New +$256K ﹤0.01% 2876
2015
Q1 		– Sell
-100
Closed -$4K – 4142
2014
Q4 		$4K Buy
+100
New +$4K ﹤0.01% 3520