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Root Financial Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Root Financial Partners’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 		– Sell
-26
Closed -$2.41K – 1816
2026
Q1 		$2.41K Hold
26
– – ﹤0.01% 2237
2025
Q4 		$2.39K Sell
26
-30
-54% -$2.69K ﹤0.01% 1957
2025
Q3 		$4.92K Buy
+56
New +$4.8K ﹤0.01% 1732

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
Envestnet Asset Management
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
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

Root Financial Partners's IWX Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 26 shares — an estimated $2.41K sold.

Root Financial Partners first reported a position in IWX in Q3 2025 and held it in 3 quarters. The position peaked at $4.92K in Q3 2025. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 26 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $2.41K.
  • Root Financial Partners first reported a position in iShares Russell Top 200 Value ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Russell Top 200 Value ETF position peaked at $4.92K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.