BFC Planning, Inc.’s iShares Russell Top 200 Value ETF IWX Stock Holding History

BFC Planning, Inc.’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	$235K	Sell	2,232 -962	-30%	-$97.4K	0.01%	879
2026 Q1	$296K	Sell	3,194 -903	-22%	-$85.9K	0.01%	740
2025 Q4	$376K	Buy	+4,097	New	+$368K	0.02%	642
2025 Q2	–	Sell	-6,063	Closed	-$498K	–	2760
2025 Q1	$498K	Buy	+6,063	New	+$499K	0.04%	333

Other funds holding IWX

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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

BFC Planning, Inc.'s IWX Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Russell Top 200 Value ETF (IWX) stake by 30% in Q2 2026, selling an estimated $97.4K and leaving 2,232 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #879.

BFC Planning, Inc. first reported a position in IWX in Q1 2025 and has held it in 4 quarters since. The position peaked at $498K in Q1 2025. 273 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

BFC Planning, Inc. held 2,232 shares of iShares Russell Top 200 Value ETF worth $235K as of Q2 2026.
BFC Planning, Inc. sold 962 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $97.4K.
iShares Russell Top 200 Value ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #879 holding.
BFC Planning, Inc. first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 4 quarters since.
BFC Planning, Inc.'s iShares Russell Top 200 Value ETF position peaked at $498K in Q1 2025.
273 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.