Sagespring Wealth Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Sagespring Wealth 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	$286K	Hold	3,086	–	–	0.01%	678
2025 Q4	$283K	Hold	3,086	–	–	0.01%	637
2025 Q3	$271K	Sell	3,086 -59	-2%	-$5.06K	0.01%	635
2025 Q2	$265K	Hold	3,145	–	–	0.01%	617
2025 Q1	$258K	Hold	3,145	–	–	0.01%	563
2024 Q4	$249K	Buy	+3,145	New	+$258K	0.01%	528

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B 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 $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 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 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

Sagespring Wealth Partners's IWX Position: Q1 2026 in Review

Sagespring Wealth Partners held its iShares Russell Top 200 Value ETF (IWX) position steady in Q1 2026 at 3,086 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #678.

Sagespring Wealth Partners first reported a position in IWX in Q4 2024 and has held it in 6 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Sagespring Wealth Partners held 3,086 shares of iShares Russell Top 200 Value ETF worth $286K as of Q1 2026.
Sagespring Wealth 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 Sagespring Wealth Partners's portfolio in Q1 2026, its #678 holding.
Sagespring Wealth Partners first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 6 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.