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

Decker Retirement 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 		$1.31M Sell
12,463
-173
-1% -$17.5K 0.45% 48
2026
Q1 		$1.17M Buy
12,636
+437
+4% +$41.6K 0.53% 42
2025
Q4 		$1.12M Buy
12,199
+838
+7% +$75.2K 0.56% 44
2025
Q3 		$998K Buy
11,361
+2,008
+21% +$172K 0.55% 48
2025
Q2 		$787K Sell
9,353
-130
-1% -$10.5K 0.46% 44
2025
Q1 		$779K Buy
9,483
+1,720
+22% +$142K 0.49% 21
2024
Q4 		$614K Buy
+7,763
New +$637K 0.36% 33

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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 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

Decker Retirement Planning's IWX Position: Q2 2026 in Review

Decker Retirement Planning reduced its iShares Russell Top 200 Value ETF (IWX) stake by 1.4% in Q2 2026, selling an estimated $17.5K and leaving 12,463 shares worth $1.31M. The position accounts for 0.45% of the portfolio, ranked #48.

Decker Retirement Planning first reported a position in IWX in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Decker Retirement Planning held 12,463 shares of iShares Russell Top 200 Value ETF worth $1.31M as of Q2 2026.
  • Decker Retirement Planning sold 173 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $17.5K.
  • iShares Russell Top 200 Value ETF made up 0.45% of Decker Retirement Planning's portfolio in Q2 2026, its #48 holding.
  • Decker Retirement Planning first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.