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Ransom Advisory’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Ransom Advisory’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
Q4 		$6.25K Buy
+68
New +$6.1K ﹤0.01% 372

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 $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
AF
Align Financial Hermantown, Minnesota $202M AUM
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Ransom Advisory's IWX Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q4 2025: 68 shares worth $6.25K. The stake represents ﹤0.01% of the portfolio and ranks #372 among its holdings.

242 funds tracked by Wall St. Rank hold IWX as of Q4 2025.

  • Ransom Advisory held 68 shares of iShares Russell Top 200 Value ETF worth $6.25K as of Q4 2025.
  • iShares Russell Top 200 Value ETF was a new Ransom Advisory position in Q4 2025.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Ransom Advisory's portfolio in Q4 2025, its #372 holding.
  • 242 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.