Maripau Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Maripau 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
2026 Q1	$251K	Sell	2,707 -449	-14%	-$42.7K	0.11%	145
2025 Q4	$290K	Sell	3,156 -174	-5%	-$15.6K	0.13%	121
2025 Q3	$293K	Sell	3,330 -180	-5%	-$15.4K	0.15%	113
2025 Q2	$296K	Sell	3,510 -97	-3%	-$7.8K	0.15%	123
2025 Q1	$296K	Sell	3,607 -175	-5%	-$14.4K	0.17%	104
2024 Q4	$299K	Buy	+3,782	New	+$310K	0.18%	108
2024 Q3	–	Sell	-5,309	Closed	-$397K	–	91
2024 Q2	$397K	Sell	5,309 -1,573	-23%	-$118K	0.27%	76
2024 Q1	$525K	Sell	6,882 -558	-8%	-$40.4K	0.39%	57
2023 Q4	$522K	Sell	7,440 -800	-10%	-$53.1K	0.45%	51
2023 Q3	$539K	Sell	8,240 -1,578	-16%	-$107K	0.5%	49
2023 Q2	$662K	Sell	9,818 -1,491	-13%	-$98K	0.59%	41
2023 Q1	$736K	Sell	11,309 -944	-8%	-$61.9K	0.77%	31
2022 Q4	$803K	Sell	12,253 -614	-5%	-$39.2K	0.84%	29
2022 Q3	$821K	Sell	12,867 -3,202	-20%	-$204K	0.89%	30
2022 Q2	$1.05M	Sell	16,069 -1,644	-9%	-$108K	1.13%	23
2022 Q1	$1.2M	Sell	17,713 -2,449	-12%	-$169K	1.09%	22
2021 Q4	$1.41M	Buy	+20,162	New	+$1.38M	1.33%	19

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B 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 $374B AUM 17.66% 1-Year Est. Return

AWM

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

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

Maripau Wealth Management's IWX Position: Q1 2026 in Review

Maripau Wealth Management reduced its iShares Russell Top 200 Value ETF (IWX) stake by 14% in Q1 2026, selling an estimated $42.7K and leaving 2,707 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #145.

Maripau Wealth Management first reported a position in IWX in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.41M in Q4 2021. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Maripau Wealth Management held 2,707 shares of iShares Russell Top 200 Value ETF worth $251K as of Q1 2026.
Maripau Wealth Management sold 449 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $42.7K.
iShares Russell Top 200 Value ETF made up 0.11% of Maripau Wealth Management's portfolio in Q1 2026, its #145 holding.
Maripau Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q4 2021 and has held it in 17 quarters since.
Maripau Wealth Management's iShares Russell Top 200 Value ETF position peaked at $1.41M in Q4 2021.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.