Strategic Blueprint’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Strategic Blueprint’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	$1.9M	Buy	18,038 +116	+0.6%	+$11.7K	0.09%	214
2026 Q1	$1.66M	Buy	17,922 +1,206	+7%	+$115K	0.1%	205
2025 Q4	$1.54M	Hold	16,716	–	–	0.09%	214
2025 Q3	$1.47M	Buy	16,716 +469	+3%	+$40.2K	0.06%	260
2025 Q2	$1.37M	Buy	16,247 +1,258	+8%	+$101K	0.07%	249
2025 Q1	$1.23M	Buy	14,989 +991	+7%	+$81.5K	0.07%	248
2024 Q4	$1.11M	Buy	13,998 +390	+3%	+$32K	0.07%	248
2024 Q3	$1.11M	Hold	13,608	–	–	0.07%	243
2024 Q2	$1.02M	Sell	13,608 -37	-0.3%	-$2.77K	0.07%	237
2024 Q1	$1.04M	Sell	13,645 -85	-0.6%	-$6.15K	0.07%	242
2023 Q4	$963K	Buy	+13,730	New	+$911K	0.08%	233

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

Strategic Blueprint's IWX Position: Q2 2026 in Review

Strategic Blueprint increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.65% in Q2 2026, buying an estimated $11.7K and bringing the position to 18,038 shares worth $1.9M. The position accounts for 0.09% of the portfolio, ranked #214.

Strategic Blueprint first reported a position in IWX in Q4 2023 and has held it in 11 quarters since. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Strategic Blueprint held 18,038 shares of iShares Russell Top 200 Value ETF worth $1.9M as of Q2 2026.
Strategic Blueprint bought 116 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $11.7K.
iShares Russell Top 200 Value ETF made up 0.09% of Strategic Blueprint's portfolio in Q2 2026, its #214 holding.
Strategic Blueprint first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 11 quarters since.
269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.