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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

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
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
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
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

Prospera Financial Services's IWX Position: Q2 2026 in Review

Prospera Financial Services held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 10,264 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #730.

Prospera Financial Services first reported a position in IWX in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.13M in Q4 2022. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Prospera Financial Services held 10,264 shares of iShares Russell Top 200 Value ETF worth $1.08M as of Q2 2026.
  • Prospera Financial Services left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 Value ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #730 holding.
  • Prospera Financial Services first reported a position in iShares Russell Top 200 Value ETF in Q2 2017 and has held it in 36 quarters since.
  • Prospera Financial Services's iShares Russell Top 200 Value ETF position peaked at $2.13M in Q4 2022.
  • 265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.