REAP Financial Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

REAP Financial 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	$386K	Sell	4,167 -181	-4%	-$17.2K	0.08%	80
2025 Q4	$399K	Buy	4,348 +3	+0.1%	+$269	0.08%	83
2025 Q3	$382K	Sell	4,345 -125	-3%	-$10.7K	0.08%	81
2025 Q2	$376K	Sell	4,470 -34	-0.8%	-$2.74K	0.09%	81
2025 Q1	$370K	Sell	4,504 -2,229	-33%	-$183K	0.09%	79
2024 Q4	$532K	Sell	6,733 -849	-11%	-$69.6K	0.13%	68
2024 Q3	$616K	Sell	7,582 -3,576	-32%	-$279K	0.15%	65
2024 Q2	$835K	Sell	11,158 -20,170	-64%	-$1.51M	0.22%	56
2024 Q1	$2.39M	Sell	31,328 -1,474	-4%	-$107K	0.66%	40
2023 Q4	$2.3M	Buy	+32,802	New	+$2.18M	0.67%	41

Other funds holding IWX

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

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $4.75B AUM 16.82% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

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