9258 Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $15.8M | Sell |
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|
2024
Q2 | $14.6M | Sell |
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|
2024
Q1 | $15.9M | Buy |
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|
2023
Q4 | $14.2M | Buy |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $11.5M | Buy |
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|
2023
Q1 | $6.01M | Buy |
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|
2022
Q4 | $5.64M | Buy |
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|
2022
Q3 | $3.94M | Buy |
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|
2022
Q2 | $2.04M | Buy |
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|
2022
Q1 | $299K | Buy |
|