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

Gateway 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	$967K	Sell	9,200 -2,691	-23%	-$272K	0.06%	312
2026 Q1	$1.1M	Buy	+11,891	New	+$1.13M	0.04%	359

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

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

Gateway Wealth Partners reduced its iShares Russell Top 200 Value ETF (IWX) stake by 23% in Q2 2026, selling an estimated $272K and leaving 9,200 shares worth $967K. The position accounts for 0.06% of the portfolio, ranked #312.

Gateway Wealth Partners first reported a position in IWX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.1M in Q1 2026. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Gateway Wealth Partners held 9,200 shares of iShares Russell Top 200 Value ETF worth $967K as of Q2 2026.
Gateway Wealth Partners sold 2,691 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $272K.
iShares Russell Top 200 Value ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #312 holding.
Gateway Wealth Partners first reported a position in iShares Russell Top 200 Value ETF in Q1 2026 and has held it in 2 quarters since.
Gateway Wealth Partners's iShares Russell Top 200 Value ETF position peaked at $1.1M in Q1 2026.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.