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 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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 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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Yoder Wealth Management's IWX Position: Q1 2026 in Review

Yoder Wealth Management held its iShares Russell Top 200 Value ETF (IWX) position steady in Q1 2026 at 3,741 shares worth $347K. The position accounts for 0.16% of the portfolio, ranked #82.

Yoder Wealth Management first reported a position in IWX in Q4 2023 and has held it in 10 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Yoder Wealth Management held 3,741 shares of iShares Russell Top 200 Value ETF worth $347K as of Q1 2026.
Yoder Wealth Management left its iShares Russell Top 200 Value ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Value ETF made up 0.16% of Yoder Wealth Management's portfolio in Q1 2026, its #82 holding.
Yoder Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 10 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.