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 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%	918
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%	3172
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

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

IFP Advisors's IWX Position: Q2 2026 in Review

IFP Advisors opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 257 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #2774 among its holdings. This is a return to the name: IFP Advisors previously reported a position in IWX as recently as Q4 2022.

IFP Advisors first reported a position in IWX in Q2 2016 and has held it in 16 quarters since. The position peaked at $515K in Q4 2022. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

IFP Advisors held 257 shares of iShares Russell Top 200 Value ETF worth $27K as of Q2 2026.
iShares Russell Top 200 Value ETF was a new IFP Advisors position in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2774 holding.
IFP Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2016 and has held it in 16 quarters since.
IFP Advisors's iShares Russell Top 200 Value ETF position peaked at $515K in Q4 2022.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.