RTD Financial Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

RTD Financial Advisors’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	$31.7M	Buy	289,542 +9,665	+3%	+$1.07M	3.47%	7
2026 Q2	$29.4M	Buy	279,877 +9,889	+4%	+$1M	3.21%	7
2026 Q1	$25M	Buy	269,988 +27,625	+11%	+$2.63M	3.07%	7
2025 Q4	$22.3M	Buy	+242,363	New	+$21.8M	2.72%	8

Other funds holding IWX

FCBT

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

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 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

RTD Financial Advisors's IWX Position: Q3 2026 in Review

RTD Financial Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 3.5% in Q3 2026, buying an estimated $1.07M and bringing the position to 289,542 shares worth $31.7M. The position accounts for 3.47% of the portfolio, ranked #7.

RTD Financial Advisors first reported a position in IWX in Q4 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

RTD Financial Advisors held 289,542 shares of iShares Russell Top 200 Value ETF worth $31.7M as of Q3 2026.
RTD Financial Advisors bought 9,665 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $1.07M.
iShares Russell Top 200 Value ETF made up 3.47% of RTD Financial Advisors's portfolio in Q3 2026, its #7 holding.
RTD Financial Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2025 and has held it in 4 quarters since.
22 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.