Prospera Financial Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Prospera Financial Services’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	$1.08M	Hold	10,264	–	–	0.02%	730
2026 Q1	$951K	Hold	10,264	–	–	0.02%	726
2025 Q4	$943K	Hold	10,264	–	–	0.02%	690
2025 Q3	$902K	Sell	10,264 -300	-3%	-$25.7K	0.02%	710
2025 Q2	$889K	Buy	10,564 +2,002	+23%	+$161K	0.02%	696
2025 Q1	$704K	Buy	8,562 +530	+7%	+$43.6K	0.02%	667
2024 Q4	$635K	Buy	8,032 +1,300	+19%	+$107K	0.01%	666
2024 Q3	$547K	Sell	6,732 -69	-1%	-$5.38K	0.01%	694
2024 Q2	$509K	Hold	6,801	–	–	0.01%	702
2024 Q1	$519K	Hold	6,801	–	–	0.02%	703
2023 Q4	$477K	Sell	6,801 -900	-12%	-$59.7K	0.02%	683
2023 Q3	$503K	Hold	7,701	–	–	0.02%	613
2023 Q2	$519K	Sell	7,701 -850	-10%	-$55.9K	0.02%	602
2023 Q1	$557K	Sell	8,551 -24,282	-74%	-$1.59M	0.02%	580
2022 Q4	$2.13M	Buy	32,833 +28,682	+691%	+$1.83M	0.11%	219
2022 Q3	$240K	Hold	4,151	–	–	0.01%	723
2022 Q2	$256K	Sell	4,151 -48	-1%	-$3.17K	0.01%	670
2022 Q1	$292K	Hold	4,199	–	–	0.01%	750
2021 Q4	$294K	Sell	4,199 -161	-4%	-$11K	0.01%	715
2021 Q3	$286K	Sell	4,360 -1,266	-23%	-$85.1K	0.01%	671
2021 Q2	$374K	Buy	5,626 +266	+5%	+$17.6K	0.02%	600
2021 Q1	$341K	Sell	5,360 -396	-7%	-$24.1K	0.02%	583
2020 Q4	$333K	Hold	5,756	–	–	0.02%	509
2020 Q3	$294K	Sell	5,756 -400	-6%	-$20.5K	0.11%	159
2020 Q2	$301K	Sell	6,156 -2,900	-32%	-$140K	0.03%	441
2020 Q1	$399K	Buy	9,056 +2,900	+47%	+$156K	0.04%	345
2019 Q4	$360K	Hold	6,156	–	–	0.03%	439
2019 Q3	$337K	Hold	6,156	–	–	0.03%	403
2019 Q2	$339K	Buy	+6,156	New	+$328K	0.04%	375
2019 Q1	–	Sell	-5,760	Closed	-$279K	–	385
2018 Q4	$279K	Hold	5,760	–	–	0.06%	298
2018 Q3	$311K	Sell	5,760 -2,977	-34%	-$157K	0.06%	305
2018 Q2	$442K	Hold	8,737	–	–	0.06%	258
2018 Q1	$442K	Sell	8,737 -1,583	-15%	-$83.5K	0.06%	258
2017 Q4	$548K	Sell	10,320 -163	-2%	-$8.32K	0.08%	199
2017 Q3	$529K	Hold	10,483	–	–	0.08%	226
2017 Q2	$508K	Buy	+10,483	New	+$506K	0.08%	216

Other funds holding IWX

FCBT

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

RPSA

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return