Arkadios 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 | $514K | Buy |
6,102
+102
| +2% | +$8.59K | 0.02% | 815 |
|
|
2025
Q1 | $493K | Buy |
6,000
+186
| +3% | +$15.3K | 0.02% | 709 |
|
|
2024
Q4 | $459K | Hold |
5,814
| – | – | 0.03% | 577 |
|
|
2024
Q3 | $473K | Hold |
5,814
| – | – | 0.03% | 554 |
|
|
2024
Q2 | $435K | Hold |
5,814
| – | – | 0.03% | 505 |
|
|
2024
Q1 | $444K | Hold |
5,814
| – | – | 0.03% | 404 |
|
|
2023
Q4 | $408K | Buy |
+5,814
| New | +$408K | 0.03% | 432 |
|
|
2021
Q4 | – | Sell |
-1,080
| Closed | -$70K | – | 1180 |
|
|
2021
Q3 | $70K | Buy |
1,080
+6
| +0.6% | +$389 | 0.01% | 782 |
|
|
2021
Q2 | $71K | Buy |
1,074
+4
| +0.4% | +$264 | 0.01% | 821 |
|
|
2021
Q1 | $68K | Buy |
+1,070
| New | +$68K | 0.01% | 612 |
|