Spire Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Spire Wealth Management’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	$5.68K	Hold	54	–	–	﹤0.01%	1804
2026 Q1	$5K	Buy	+54	New	+$5.14K	﹤0.01%	1844
2025 Q2	–	Sell	-1,173	Closed	-$96.4K	–	2474
2025 Q1	$96.4K	Buy	+1,173	New	+$96.5K	﹤0.01%	1051
2024 Q4	–	Sell	-3,086	Closed	-$251K	–	2483
2024 Q3	$251K	Buy	+3,086	New	+$241K	0.01%	680
2024 Q2	–	Sell	-758	Closed	-$57.9K	–	2308
2024 Q1	$57.9K	Hold	758	–	–	﹤0.01%	1165
2023 Q4	$53.1K	Hold	758	–	–	﹤0.01%	1188
2023 Q3	$49.5K	Hold	758	–	–	﹤0.01%	1171
2023 Q2	$51.1K	Hold	758	–	–	﹤0.01%	1188
2023 Q1	$49.3K	Hold	758	–	–	﹤0.01%	1211
2022 Q4	$49K	Hold	758	–	–	﹤0.01%	998
2022 Q3	$44K	Hold	758	–	–	﹤0.01%	995
2022 Q2	$47K	Hold	758	–	–	﹤0.01%	1314
2022 Q1	$53K	Hold	758	–	–	﹤0.01%	1429
2021 Q4	$53K	Hold	758	–	–	﹤0.01%	1695
2021 Q3	$50K	Hold	758	–	–	﹤0.01%	1476
2021 Q2	$50K	Hold	758	–	–	﹤0.01%	1486
2021 Q1	$48K	Buy	+758	New	+$46.1K	﹤0.01%	1745

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

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

Spire Wealth Management's IWX Position: Q2 2026 in Review

Spire Wealth Management held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 54 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Spire Wealth Management first reported a position in IWX in Q1 2021 and has held it in 17 quarters since. The position peaked at $251K in Q3 2024. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Spire Wealth Management held 54 shares of iShares Russell Top 200 Value ETF worth $5.68K as of Q2 2026.
Spire Wealth Management left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1804 holding.
Spire Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q1 2021 and has held it in 17 quarters since.
Spire Wealth Management's iShares Russell Top 200 Value ETF position peaked at $251K in Q3 2024.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.