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
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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Align Financial Hermantown, Minnesota $176M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Global Retirement Partners's IWX Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Russell Top 200 Value ETF (IWX) stake by 661% in Q4 2025, buying an estimated $400K and bringing the position to 5,132 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #982.

Global Retirement Partners first reported a position in IWX in Q2 2017 and has held it in 8 quarters since. 242 funds tracked by Wall St. Rank hold IWX as of Q4 2025.

Global Retirement Partners held 5,132 shares of iShares Russell Top 200 Value ETF worth $471K as of Q4 2025.
Global Retirement Partners bought 4,458 iShares Russell Top 200 Value ETF shares in Q4 2025, an estimated $400K.
iShares Russell Top 200 Value ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #982 holding.
Global Retirement Partners first reported a position in iShares Russell Top 200 Value ETF in Q2 2017 and has held it in 8 quarters since.
242 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.