IWX ISHARES TR
FollowRUS TP200 VL ETF (fund)
Filings received so far for Q3 2026: 14 13F filers report a position in IWX shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Richard P Slaughter Associates Inc | 546,002 | $59.8M | 11.98% | +32,688 | 13F-HRTimeline |
| RTD Financial Advisors, Inc. | 289,542 | $31.7M | 3.47% | +9,665 | 13F-HRTimeline |
| Compton Wealth Advisory Group, LLC | 230,482 | $25.2M | 5.16% | -8,741 | 13F-HRTimeline |
| HARBOR INVESTMENT ADVISORY, LLC | 47,158 | $5.17M | 0.35% | -3,254 | 13F-HRTimeline |
| SigFig Wealth Management, LLC | 35,039 | $3.84M | 0.1% | new | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 19,995 | $2.19M | 0.02% | -38 | 13F-HRTimeline |
| Venture Visionary Partners LLC | 15,187 | $1.66M | 0.04% | +28 | 13F-HRTimeline |
| KFA Private Wealth Group, LLC | 5,970 | $654K | 0.15% | +1,410 | 13F-HRTimeline |
| Yoder Wealth Management, Inc. | 3,741 | $410K | 0.15% | 0 | 13F-HRTimeline |
| EASTERN BANK | 1,819 | $199K | <0.01% | -89 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 1,421 | $156K | <0.01% | +31 | 13F-HRTimeline |
| MassMutual Private Wealth & Trust, FSB | 775 | $84.9K | <0.01% | 0 | 13F-HRTimeline |
| Planning Strategies Inc. | 433 | $47.4K | 0.03% | 0 | 13F-HRTimeline |
| ARMSTRONG ADVISORY GROUP, INC | 171 | $18.7K | <0.01% | 0 | 13F-HRTimeline |