FLP Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

FLP Wealth Management’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	$1.5M	Buy	14,238 +2,467	+21%	+$250K	2.66%	11
2026 Q1	$1.09M	Buy	11,771 +1,106	+10%	+$105K	2.25%	12
2025 Q4	$980K	Buy	10,665 +2,228	+26%	+$200K	2.32%	10
2025 Q3	$741K	Buy	8,437 +1,263	+18%	+$108K	2.09%	12
2025 Q2	$604K	Buy	7,174 +1,129	+19%	+$90.8K	1.7%	19
2025 Q1	$497K	Buy	6,045 +468	+8%	+$38.5K	1.58%	20
2024 Q4	$441K	Buy	+5,577	New	+$457K	1.13%	24

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

FLP Wealth Management's IWX Position: Q2 2026 in Review

FLP Wealth Management increased its iShares Russell Top 200 Value ETF (IWX) stake by 21% in Q2 2026, buying an estimated $250K and bringing the position to 14,238 shares worth $1.5M. The position accounts for 2.66% of the portfolio, ranked #11.

FLP Wealth Management first reported a position in IWX in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

FLP Wealth Management held 14,238 shares of iShares Russell Top 200 Value ETF worth $1.5M as of Q2 2026.
FLP Wealth Management bought 2,467 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $250K.
iShares Russell Top 200 Value ETF made up 2.66% of FLP Wealth Management's portfolio in Q2 2026, its #11 holding.
FLP Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 7 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.