KFA Private Wealth Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

KFA Private Wealth 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
2026 Q2	$480K	Sell	4,560 -577	-11%	-$58.4K	0.12%	85
2026 Q1	$476K	Buy	5,137 +2,434	+90%	+$232K	0.11%	85
2025 Q4	$248K	Buy	2,703 +209	+8%	+$18.8K	0.06%	133
2025 Q3	$219K	Sell	2,494 -119	-5%	-$10.2K	0.06%	128
2025 Q2	$220K	Sell	2,613 -406	-13%	-$32.7K	0.07%	125
2025 Q1	$248K	Buy	+3,019	New	+$248K	0.09%	99

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

KFA Private Wealth Group's IWX Position: Q2 2026 in Review

KFA Private Wealth Group reduced its iShares Russell Top 200 Value ETF (IWX) stake by 11% in Q2 2026, selling an estimated $58.4K and leaving 4,560 shares worth $480K. The position accounts for 0.12% of the portfolio, ranked #85.

KFA Private Wealth Group first reported a position in IWX in Q1 2025 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

KFA Private Wealth Group held 4,560 shares of iShares Russell Top 200 Value ETF worth $480K as of Q2 2026.
KFA Private Wealth Group sold 577 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $58.4K.
iShares Russell Top 200 Value ETF made up 0.12% of KFA Private Wealth Group's portfolio in Q2 2026, its #85 holding.
KFA Private Wealth Group first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 6 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.