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 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

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return