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 Q3	$1.42M	Buy	12,969 +506	+4%	+$56K	0.47%	44
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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 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

Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.17% 1-Year Est. Return

Decker Retirement Planning's IWX Position: Q3 2026 in Review

Decker Retirement Planning increased its iShares Russell Top 200 Value ETF (IWX) stake by 4.1% in Q3 2026, buying an estimated $56K and bringing the position to 12,969 shares worth $1.42M. The position accounts for 0.47% of the portfolio, ranked #44.

Decker Retirement Planning first reported a position in IWX in Q4 2024 and has held it in 8 quarters since. 140 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

Decker Retirement Planning held 12,969 shares of iShares Russell Top 200 Value ETF worth $1.42M as of Q3 2026.
Decker Retirement Planning bought 506 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $56K.
iShares Russell Top 200 Value ETF made up 0.47% of Decker Retirement Planning's portfolio in Q3 2026, its #44 holding.
Decker Retirement Planning first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 8 quarters since.
140 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.