Alta Wealth Advisors’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
$222K Buy
2,632
+100
+4% +$8.42K 0.1% 112
2025
Q1
$208K Sell
2,532
-464
-15% -$38.1K 0.1% 137
2024
Q4
$237K Buy
+2,996
New +$237K 0.1% 122