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

Gibbs 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
Q1 		$625K Buy
+6,745
New +$642K 0.08% 240
2025
Q3 		– Sell
-6,677
Closed -$562K – 355
2025
Q2 		$562K Buy
+6,677
New +$537K 0.11% 211

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Gibbs Wealth Management's IWX Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q1 2026: 6,745 shares worth $625K. The stake represents 0.08% of the portfolio and ranks #240 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in IWX as recently as Q2 2025.

Gibbs Wealth Management first reported a position in IWX in Q2 2025 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Gibbs Wealth Management held 6,745 shares of iShares Russell Top 200 Value ETF worth $625K as of Q1 2026.
  • iShares Russell Top 200 Value ETF was a new Gibbs Wealth Management position in Q1 2026.
  • iShares Russell Top 200 Value ETF made up 0.08% of Gibbs Wealth Management's portfolio in Q1 2026, its #240 holding.
  • Gibbs Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.