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Cyndeo Wealth Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Cyndeo Wealth Partners’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 		$359K Hold
3,411
– – 0.02% 403
2026
Q1 		$316K Hold
3,411
– – 0.02% 398
2025
Q4 		$313K Hold
3,411
– – 0.02% 392
2025
Q3 		$300K Hold
3,411
– – 0.02% 389
2025
Q2 		$287K Sell
3,411
-738
-18% -$59.4K 0.02% 393
2025
Q1 		$341K Buy
+4,149
New +$341K 0.02% 345

Other funds holding IWX

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
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Cyndeo Wealth Partners's IWX Position: Q2 2026 in Review

Cyndeo Wealth Partners held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 3,411 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #403.

Cyndeo Wealth Partners first reported a position in IWX in Q1 2025 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Cyndeo Wealth Partners held 3,411 shares of iShares Russell Top 200 Value ETF worth $359K as of Q2 2026.
  • Cyndeo Wealth Partners left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 Value ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #403 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.