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

Wealth Analytics 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 Q3	$151K	Buy	+1,375	New	+$152K	0.05%	56

Other funds holding IWX

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Legacy Advisory Services Exton, Pennsylvania $139M AUM 9.89% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Wealth Analytics Partners's IWX Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q3 2026: 1,375 shares worth $151K. The stake represents 0.05% of the portfolio and ranks #56 among its holdings.

49 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

Wealth Analytics Partners held 1,375 shares of iShares Russell Top 200 Value ETF worth $151K as of Q3 2026.
iShares Russell Top 200 Value ETF was a new Wealth Analytics Partners position in Q3 2026.
iShares Russell Top 200 Value ETF made up 0.05% of Wealth Analytics Partners's portfolio in Q3 2026, its #56 holding.
49 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.