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 Q2	$438K	Buy	4,169 +2	+0%	+$202	0.07%	77
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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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 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 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

REAP Financial Group's IWX Position: Q2 2026 in Review

REAP Financial Group increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.05% in Q2 2026, buying an estimated $202 and bringing the position to 4,169 shares worth $438K. The position accounts for 0.07% of the portfolio, ranked #77.

REAP Financial Group first reported a position in IWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q1 2024. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

REAP Financial Group held 4,169 shares of iShares Russell Top 200 Value ETF worth $438K as of Q2 2026.
REAP Financial Group bought 2 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $202.
iShares Russell Top 200 Value ETF made up 0.07% of REAP Financial Group's portfolio in Q2 2026, its #77 holding.
REAP Financial Group first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 11 quarters since.
REAP Financial Group's iShares Russell Top 200 Value ETF position peaked at $2.39M in Q1 2024.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.