Richard P. Slaughter Associates’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Richard P. Slaughter Associates’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 Q3	$59.8M	Buy	546,002 +32,688	+6%	+$3.62M	11.82%	1
2026 Q2	$54M	Buy	513,314 +24,769	+5%	+$2.51M	10.58%	3
2026 Q1	$45.3M	Buy	488,545 +77,069	+19%	+$7.33M	9.79%	3
2025 Q4	$37.8M	Buy	411,476 +5,949	+1%	+$534K	7.92%	4
2025 Q3	$35.6M	Sell	405,527 -103,678	-20%	-$8.9M	7.68%	4
2025 Q2	$42.9M	Buy	509,205 +92,112	+22%	+$7.41M	8.74%	4
2025 Q1	$34.3M	Buy	417,093 +325,201	+354%	+$26.8M	8%	5
2024 Q4	$7.26M	Buy	+91,892	New	+$7.54M	1.63%	13

Other funds holding IWX

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Richard P. Slaughter Associates's IWX Position: Q3 2026 in Review

Richard P. Slaughter Associates increased its iShares Russell Top 200 Value ETF (IWX) stake by 6.4% in Q3 2026, buying an estimated $3.62M and bringing the position to 546,002 shares worth $59.8M. The position accounts for 11.82% of the portfolio, ranked #1.

Richard P. Slaughter Associates first reported a position in IWX in Q4 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

Richard P. Slaughter Associates held 546,002 shares of iShares Russell Top 200 Value ETF worth $59.8M as of Q3 2026.
Richard P. Slaughter Associates bought 32,688 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $3.62M.
iShares Russell Top 200 Value ETF made up 11.82% of Richard P. Slaughter Associates's portfolio in Q3 2026, its #1 holding.
Richard P. Slaughter Associates first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 8 quarters since.
21 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2026, filed 13 Oct 2026.