Arax Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-247
| Closed | -$16K | – | 1035 |
|
|
2021
Q2 | $16K | Buy |
+247
| New | +$16K | ﹤0.01% | 599 |
|
|
2018
Q3 | – | Sell |
-3,537
| Closed | -$180K | – | 672 |
|
|
2018
Q2 | $180K | Hold |
3,537
| – | – | 0.08% | 104 |
|
|
2018
Q1 | $178K | Sell |
3,537
-3,350
| -49% | -$169K | 0.09% | 87 |
|
|
2017
Q4 | $361K | Hold |
6,887
| – | – | 0.16% | 55 |
|
|
2017
Q3 | $344K | Sell |
6,887
-1,870
| -21% | -$93.4K | 0.17% | 50 |
|
|
2017
Q2 | $428K | Sell |
8,757
-2,810
| -24% | -$137K | 0.2% | 42 |
|
|
2017
Q1 | $557K | Sell |
11,567
-135,038
| -92% | -$6.5M | 0.27% | 26 |
|
|
2016
Q4 | $6.89M | Buy |
+146,605
| New | +$6.89M | 3.45% | 12 |
|