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

LifePlan Investment 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	$307K	Buy	2,922 +199	+7%	+$20.1K	0.11%	114
2026 Q1	$252K	Sell	2,723 -341	-11%	-$32.4K	0.1%	111
2025 Q4	$281K	Sell	3,064 -3	-0.1%	-$269	0.11%	98
2025 Q3	$270K	Buy	+3,067	New	+$263K	0.11%	95
2025 Q2	–	Sell	-2,852	Closed	-$234K	–	108
2025 Q1	$234K	Sell	2,852 -92	-3%	-$7.57K	0.13%	96
2024 Q4	$233K	Buy	2,944 +71	+2%	+$5.82K	0.14%	89
2024 Q3	$233K	Buy	2,873 +27	+0.9%	+$2.11K	0.15%	83
2024 Q2	$213K	Buy	2,846 +24	+0.9%	+$1.79K	0.15%	83
2024 Q1	$215K	Buy	+2,822	New	+$204K	0.17%	77

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

LifePlan Investment Advisors's IWX Position: Q2 2026 in Review

LifePlan Investment Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 7.3% in Q2 2026, buying an estimated $20.1K and bringing the position to 2,922 shares worth $307K. The position accounts for 0.11% of the portfolio, ranked #114.

LifePlan Investment Advisors first reported a position in IWX in Q1 2024 and has held it in 9 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

LifePlan Investment Advisors held 2,922 shares of iShares Russell Top 200 Value ETF worth $307K as of Q2 2026.
LifePlan Investment Advisors bought 199 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $20.1K.
iShares Russell Top 200 Value ETF made up 0.11% of LifePlan Investment Advisors's portfolio in Q2 2026, its #114 holding.
LifePlan Investment Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2024 and has held it in 9 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.