LRWM
IWX icon

Lord & Richards Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-8,908
Closed -$732K – 106
2025
Q1 		$732K Sell
8,908
-954
-10% -$78.5K 0.83% 37
2024
Q4 		$779K Buy
+9,862
New +$809K 1.64% 19

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Lord & Richards Wealth Management's IWX Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2025, closing a stake of 8,908 shares — an estimated $732K sold.

Lord & Richards Wealth Management first reported a position in IWX in Q4 2024 and held it in 2 quarters. The position peaked at $779K in Q4 2024. 206 funds tracked by Wall St. Rank hold IWX as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 8,908 iShares Russell Top 200 Value ETF shares in Q2 2025, an estimated $732K.
  • Lord & Richards Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's iShares Russell Top 200 Value ETF position peaked at $779K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.