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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$373K	Buy	3,547 +1,062	+43%	+$107K	﹤0.01%	3411
2026 Q1	$230K	Sell	2,485 -352	-12%	-$33.5K	﹤0.01%	3634
2025 Q4	$261K	Buy	2,837 +360	+15%	+$32.3K	﹤0.01%	3342
2025 Q3	$218K	Buy	+2,477	New	+$213K	﹤0.01%	3401
2025 Q2	–	Sell	-3,120	Closed	-$256K	–	3744
2025 Q1	$256K	Buy	+3,120	New	+$257K	﹤0.01%	2883
2015 Q1	–	Sell	-100	Closed	-$4K	–	4309
2014 Q4	$4K	Buy	+100	New	+$4.33K	﹤0.01%	3596

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

Creative Planning's IWX Position: Q2 2026 in Review

Creative Planning increased its iShares Russell Top 200 Value ETF (IWX) stake by 43% in Q2 2026, buying an estimated $107K and bringing the position to 3,547 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #3411.

Creative Planning first reported a position in IWX in Q4 2014 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Creative Planning held 3,547 shares of iShares Russell Top 200 Value ETF worth $373K as of Q2 2026.
Creative Planning bought 1,062 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $107K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3411 holding.
Creative Planning first reported a position in iShares Russell Top 200 Value ETF in Q4 2014 and has held it in 6 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.