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 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

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

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return