AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.7M | Buy |
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|
2025
Q1 | $83.1M | Sell |
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|
2024
Q4 | $84.5M | Buy |
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|
2024
Q3 | $84.6M | Buy |
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|
2024
Q2 | $71.3M | Buy |
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|
2024
Q1 | $69.7M | Sell |
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|
2023
Q4 | $133M | Buy |
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|
2023
Q3 | $112M | Sell |
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|
2023
Q2 | $119M | Sell |
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|
2023
Q1 | $118M | Buy |
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|
2022
Q4 | $117M | Sell |
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|
2022
Q3 | $108M | Sell |
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|
2022
Q2 | $122M | Sell |
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|
2022
Q1 | $160M | Sell |
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|
2021
Q4 | $169M | Sell |
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|
2021
Q3 | $158M | Sell |
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|
2021
Q2 | $174M | Buy |
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|
2021
Q1 | $166M | Buy |
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|
2020
Q4 | $128M | Buy |
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|
2020
Q3 | $109M | Buy |
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|
2020
Q2 | $91.8M | Buy |
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|
2020
Q1 | $72.8M | Buy |
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|
2019
Q4 | $92.6M | Buy |
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|
2019
Q3 | $82.7M | Sell |
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|
2019
Q2 | $82.2M | Buy |
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|
2019
Q1 | $35.8M | Buy |
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|
2018
Q4 | $765K | Sell |
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|
2018
Q3 | $55M | Buy |
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|
2018
Q2 | $44.1M | Buy |
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|
2018
Q1 | $35.2M | Buy |
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|
2017
Q4 | $26.8M | Buy |
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|
2017
Q3 | $20.9M | Buy |
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|
2017
Q2 | $14M | Buy |
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|
2017
Q1 | $9.76M | Buy |
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|
2016
Q4 | $2.79M | Buy |
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