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GPS Wealth Strategies Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

GPS Wealth Strategies Group’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 		– Sell
-1,177
Closed -$103K – 1081
2025
Q3 		$103K Hold
1,177
– – 0.01% 482
2025
Q2 		$99.1K Hold
1,177
– – 0.01% 468
2025
Q1 		$96.7K Hold
1,177
– – 0.01% 461
2024
Q4 		$93K Hold
1,177
– – 0.01% 452
2024
Q3 		$95.7K Hold
1,177
– – 0.01% 443
2024
Q2 		$88.1K Hold
1,177
– – 0.01% 413
2024
Q1 		$89.8K Hold
1,177
– – 0.01% 406
2023
Q4 		$82.6K Hold
1,177
– – 0.02% 393
2023
Q3 		$76.9K Hold
1,177
– – 0.01% 402
2023
Q2 		$79.4K Hold
1,177
– – 0.01% 402
2023
Q1 		$76.6K Buy
+1,177
New +$77.2K 0.02% 398
2022
Q4 		– Sell
-1,177
Closed -$68K – 620
2022
Q3 		$68K Hold
1,177
– – 0.02% 372
2022
Q2 		$73K Hold
1,177
– – 0.02% 375
2022
Q1 		$82K Hold
1,177
– – 0.02% 344
2021
Q4 		$82K Hold
1,177
– – 0.02% 322
2021
Q3 		$77K Hold
1,177
– – 0.02% 322
2021
Q2 		$78K Hold
1,177
– – 0.02% 338
2021
Q1 		$74K Buy
+1,177
New +$71.6K 0.02% 325

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

GPS Wealth Strategies Group's IWX Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2025, closing a stake of 1,177 shares — an estimated $103K sold.

GPS Wealth Strategies Group first reported a position in IWX in Q1 2021 and held it in 18 quarters. The position peaked at $103K in Q3 2025. 242 funds tracked by Wall St. Rank hold IWX as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,177 iShares Russell Top 200 Value ETF shares in Q4 2025, an estimated $103K.
  • GPS Wealth Strategies Group first reported a position in iShares Russell Top 200 Value ETF in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's iShares Russell Top 200 Value ETF position peaked at $103K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.