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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
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 $26B 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 $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Root Financial Partners's IWX Position: Q1 2026 in Review

Root Financial Partners held its iShares Russell Top 200 Value ETF (IWX) position steady in Q1 2026 at 26 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Root Financial Partners first reported a position in IWX in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.92K in Q3 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Root Financial Partners held 26 shares of iShares Russell Top 200 Value ETF worth $2.41K as of Q1 2026.
  • Root Financial Partners left its iShares Russell Top 200 Value ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2237 holding.
  • Root Financial Partners first reported a position in iShares Russell Top 200 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares Russell Top 200 Value ETF position peaked at $4.92K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.