IFP Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

IFP Advisors’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 Q3	$28.3K	Buy	258 +1	+0.4%	+$111	﹤0.01%	2756
2026 Q2	$27K	Buy	+257	New	+$26K	﹤0.01%	2774
2023 Q1	–	Sell	-10,103	Closed	-$515K	–	3922
2022 Q4	$515K	Hold	10,103	–	–	0.01%	884
2022 Q3	$515K	Hold	10,103	–	–	0.01%	919
2022 Q2	$515K	Hold	10,103	–	–	0.02%	836
2022 Q1	$515K	Buy	+10,103	New	+$698K	0.02%	836
2019 Q1	–	Sell	-200	Closed	-$9K	–	2882
2018 Q4	$9K	Buy	200 +100	+100%	+$5.12K	﹤0.01%	2557
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	3203
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	3254
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	3173
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	3219
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	3394
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	3399
2017 Q1	$5K	Hold	100	–	–	﹤0.01%	3294
2016 Q4	$5K	Hold	100	–	–	﹤0.01%	3299
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	3330
2016 Q2	$4K	Buy	+100	New	+$4.25K	﹤0.01%	3244

Other funds holding IWX

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFP Advisors's IWX Position: Q3 2026 in Review

IFP Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.39% in Q3 2026, buying an estimated $111 and bringing the position to 258 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

IFP Advisors first reported a position in IWX in Q2 2016 and has held it in 17 quarters since. The position peaked at $515K in Q4 2022. 167 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

IFP Advisors held 258 shares of iShares Russell Top 200 Value ETF worth $28.3K as of Q3 2026.
IFP Advisors bought 1 iShares Russell Top 200 Value ETF share in Q3 2026, an estimated $111.
iShares Russell Top 200 Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2756 holding.
IFP Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2016 and has held it in 17 quarters since.
IFP Advisors's iShares Russell Top 200 Value ETF position peaked at $515K in Q4 2022.
167 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.