Allworth Financial’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7K | Hold |
186
| – | – | ﹤0.01% | 2660 |
|
|
2025
Q1 | $14.6K | Hold |
186
| – | – | ﹤0.01% | 2246 |
|
|
2024
Q4 | $15.3K | Buy |
+186
| New | +$15.3K | ﹤0.01% | 2250 |
|
|
2021
Q1 | – | Sell |
-79
| Closed | -$5K | – | 1555 |
|
|
2020
Q4 | $5K | Sell |
79
-79
| -50% | -$5K | ﹤0.01% | 990 |
|
|
2020
Q3 | $8K | Buy |
+158
| New | +$8K | ﹤0.01% | 759 |
|