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

Tripletail 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
2025
Q4 		– Sell
-1,000
Closed -$88.7K – 311
2025
Q3 		$88.7K Buy
+1,000
New +$85.8K 0.1% 122

Other funds holding IWX

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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
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Envestnet Asset Management
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Tripletail Wealth Management's IWX Position: Q4 2025 in Review

Tripletail Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2025, closing a stake of 1,000 shares — an estimated $88.7K sold.

Tripletail Wealth Management first reported a position in IWX in Q3 2025 and held it in 1 quarter. The position peaked at $88.7K in Q3 2025. 242 funds tracked by Wall St. Rank hold IWX as of Q4 2025.

  • Tripletail Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Tripletail Wealth Management sold 1,000 iShares Russell Top 200 Value ETF shares in Q4 2025, an estimated $88.7K.
  • Tripletail Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2025 and held it in 1 quarter.
  • Tripletail Wealth Management's iShares Russell Top 200 Value ETF position peaked at $88.7K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2025.

Based on Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.