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Prosperity Consulting Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Prosperity Consulting Group’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 		$288K Hold
3,105
– – 0.01% 430
2025
Q4 		$285K Hold
3,105
– – 0.01% 430
2025
Q3 		$273K Buy
+3,105
New +$266K 0.01% 430

Other funds holding IWX

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

Prosperity Consulting Group's IWX Position: Q1 2026 in Review

Prosperity Consulting Group held its iShares Russell Top 200 Value ETF (IWX) position steady in Q1 2026 at 3,105 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #430.

Prosperity Consulting Group first reported a position in IWX in Q3 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Prosperity Consulting Group held 3,105 shares of iShares Russell Top 200 Value ETF worth $288K as of Q1 2026.
  • Prosperity Consulting Group left its iShares Russell Top 200 Value ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 Value ETF made up 0.01% of Prosperity Consulting Group's portfolio in Q1 2026, its #430 holding.
  • Prosperity Consulting Group first reported a position in iShares Russell Top 200 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.