ACA
Affinity Capital Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $390K | Buy |
4,628
+24
| +0.5% | +$2.02K | 0.07% | 112 |
|
2025
Q1 | $356K | Buy |
4,604
+1,290
| +39% | +$99.7K | 0.07% | 108 |
|
2024
Q4 | $264K | Buy |
3,314
+192
| +6% | +$15.3K | 0.05% | 133 |
|
2024
Q3 | $254K | Sell |
3,122
-180
| -5% | -$14.6K | 0.05% | 135 |
|
2024
Q2 | $247K | Buy |
3,302
+566
| +21% | +$42.3K | 0.05% | 133 |
|
2024
Q1 | $209K | Buy |
+2,736
| New | +$209K | 0.05% | 145 |
|