Atria Investments’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 | – | Sell |
-4,609
| Closed | -$379K | – | 2038 |
|
|
2025
Q1 | $379K | Buy |
+4,609
| New | +$379K | ﹤0.01% | 1494 |
|
|
2024
Q4 | – | Sell |
-7,916
| Closed | -$643K | – | 1917 |
|
|
2024
Q3 | $643K | Buy |
+7,916
| New | +$643K | 0.01% | 1206 |
|
|
2024
Q2 | – | Sell |
-22,254
| Closed | -$1.7M | – | 1914 |
|
|
2024
Q1 | $1.7M | Sell |
22,254
-5,024
| -18% | -$383K | 0.02% | 725 |
|
|
2023
Q4 | $1.91M | Buy |
27,278
+10,430
| +62% | +$732K | 0.03% | 614 |
|
|
2023
Q3 | $1.1M | Buy |
+16,848
| New | +$1.1M | 0.02% | 796 |
|