Richardson Financial Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Richardson Financial Services’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	$46.3K	Sell	440 -75	-15%	-$7.59K	0.03%	323
2026 Q1	$47.7K	Sell	515 -15	-3%	-$1.43K	0.03%	303
2025 Q4	$48.7K	Buy	+530	New	+$47.6K	0.02%	296
2025 Q2	–	Sell	-714	Closed	-$58.7K	–	628
2025 Q1	$58.7K	Buy	+714	New	+$58.7K	0.04%	229

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

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Richardson Financial Services's IWX Position: Q2 2026 in Review

Richardson Financial Services reduced its iShares Russell Top 200 Value ETF (IWX) stake by 15% in Q2 2026, selling an estimated $7.59K and leaving 440 shares worth $46.3K. The position accounts for 0.03% of the portfolio, ranked #323.

Richardson Financial Services first reported a position in IWX in Q1 2025 and has held it in 4 quarters since. The position peaked at $58.7K in Q1 2025. 202 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Richardson Financial Services held 440 shares of iShares Russell Top 200 Value ETF worth $46.3K as of Q2 2026.
Richardson Financial Services sold 75 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $7.59K.
iShares Russell Top 200 Value ETF made up 0.03% of Richardson Financial Services's portfolio in Q2 2026, its #323 holding.
Richardson Financial Services first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 4 quarters since.
Richardson Financial Services's iShares Russell Top 200 Value ETF position peaked at $58.7K in Q1 2025.
202 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.