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Planning Strategies Inc.’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Planning Strategies Inc.’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 		$45.5K Buy
+433
New +$43.8K 0.03% 165

Other funds holding IWX

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
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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Planning Strategies Inc.'s IWX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 433 shares worth $45.5K. The stake represents 0.03% of the portfolio and ranks #165 among its holdings.

88 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Planning Strategies Inc. held 433 shares of iShares Russell Top 200 Value ETF worth $45.5K as of Q2 2026.
  • iShares Russell Top 200 Value ETF was a new Planning Strategies Inc. position in Q2 2026.
  • iShares Russell Top 200 Value ETF made up 0.03% of Planning Strategies Inc.'s portfolio in Q2 2026, its #165 holding.
  • 88 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.