KFA Private Wealth Group
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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
Q3 		$654K Buy
5,970
+1,410
+31% +$156K 0.15% 67
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

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.49% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Bryn Mawr Capital Management
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.34B AUM 20.32% 1-Year Est. Return

KFA Private Wealth Group's IWX Position: Q3 2026 in Review

KFA Private Wealth Group increased its iShares Russell Top 200 Value ETF (IWX) stake by 31% in Q3 2026, buying an estimated $156K and bringing the position to 5,970 shares worth $654K. The position accounts for 0.15% of the portfolio, ranked #67.

KFA Private Wealth Group first reported a position in IWX in Q1 2025 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

  • KFA Private Wealth Group held 5,970 shares of iShares Russell Top 200 Value ETF worth $654K as of Q3 2026.
  • KFA Private Wealth Group bought 1,410 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $156K.
  • iShares Russell Top 200 Value ETF made up 0.15% of KFA Private Wealth Group's portfolio in Q3 2026, its #67 holding.
  • KFA Private Wealth Group first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 7 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.