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

Triad 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
Q2 		$470K Sell
4,223
-9,749
-70% -$987K 0.03% 331
2026
Q1 		$1.29M Buy
+13,972
New +$1.33M 0.1% 140
2024
Q3 		– Sell
-501
Closed -$37.5K – 477
2024
Q2 		$37.5K Buy
+501
New +$37.5K 0.02% 268

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
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
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
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

Triad Wealth Partners's IWX Position: Q2 2026 in Review

Triad Wealth Partners reduced its iShares Russell Top 200 Value ETF (IWX) stake by 70% in Q2 2026, selling an estimated $987K and leaving 4,223 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #331.

Triad Wealth Partners first reported a position in IWX in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.29M in Q1 2026. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Triad Wealth Partners held 4,223 shares of iShares Russell Top 200 Value ETF worth $470K as of Q2 2026.
  • Triad Wealth Partners sold 9,749 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $987K.
  • iShares Russell Top 200 Value ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #331 holding.
  • Triad Wealth Partners first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and has held it in 3 quarters since.
  • Triad Wealth Partners's iShares Russell Top 200 Value ETF position peaked at $1.29M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.