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

Yoder 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
2026 Q3	$410K	Hold	3,741	–	–	0.15%	83
2026 Q2	$393K	Hold	3,741	–	–	0.15%	84
2026 Q1	$347K	Hold	3,741	–	–	0.16%	82
2025 Q4	$344K	Hold	3,741	–	–	0.16%	84
2025 Q3	$329K	Hold	3,741	–	–	0.16%	81
2025 Q2	$315K	Hold	3,741	–	–	0.16%	82
2025 Q1	$307K	Hold	3,741	–	–	0.17%	79
2024 Q4	$296K	Hold	3,741	–	–	0.16%	82
2024 Q3	$304K	Hold	3,741	–	–	0.18%	83
2024 Q2	$280K	Hold	3,741	–	–	0.18%	82
2024 Q1	$286K	Hold	3,741	–	–	0.19%	79
2023 Q4	$263K	Buy	+3,741	New	+$248K	0.19%	77

Other funds holding IWX

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

RPSA

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

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Yoder Wealth Management's IWX Position: Q3 2026 in Review

Yoder Wealth Management held its iShares Russell Top 200 Value ETF (IWX) position steady in Q3 2026 at 3,741 shares worth $410K. The position accounts for 0.15% of the portfolio, ranked #83.

Yoder Wealth Management first reported a position in IWX in Q4 2023 and has held it in 12 quarters since. 38 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

Yoder Wealth Management held 3,741 shares of iShares Russell Top 200 Value ETF worth $410K as of Q3 2026.
Yoder Wealth Management left its iShares Russell Top 200 Value ETF share count unchanged in Q3 2026.
iShares Russell Top 200 Value ETF made up 0.15% of Yoder Wealth Management's portfolio in Q3 2026, its #83 holding.
Yoder Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 12 quarters since.
38 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.