Global Retirement Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Global Retirement 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	$303K	Buy	+2,886	New	+$292K	﹤0.01%	1321
2025 Q4	$471K	Buy	5,132 +4,458	+661%	+$400K	0.01%	982
2025 Q3	$59.2K	Buy	674 +3	+0.4%	+$257	﹤0.01%	1803
2025 Q2	$56.5K	Buy	+671	New	+$54K	﹤0.01%	1710
2024 Q4	$3.79K	Sell	48 -3,428	-99%	-$281K	﹤0.01%	2818
2024 Q3	$282K	Buy	+3,476	New	+$271K	0.01%	796
2018 Q1	–	Sell	-185	Closed	-$10K	–	1513
2017 Q4	$10K	Hold	185	–	–	﹤0.01%	907
2017 Q3	$8K	Hold	185	–	–	﹤0.01%	895
2017 Q2	$8K	Buy	+185	New	+$8.93K	﹤0.01%	839

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

Global Retirement Partners's IWX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 2,886 shares worth $303K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IWX as recently as Q4 2025.

Global Retirement Partners first reported a position in IWX in Q2 2017 and has held it in 9 quarters since. The position peaked at $471K in Q4 2025. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Global Retirement Partners held 2,886 shares of iShares Russell Top 200 Value ETF worth $303K as of Q2 2026.
iShares Russell Top 200 Value ETF was a new Global Retirement Partners position in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1321 holding.
Global Retirement Partners first reported a position in iShares Russell Top 200 Value ETF in Q2 2017 and has held it in 9 quarters since.
Global Retirement Partners's iShares Russell Top 200 Value ETF position peaked at $471K in Q4 2025.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.