Avantax Advisory Services’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	$557K	Sell	6,621 -1,919	-22%	-$162K	﹤0.01%	1522
2025 Q1	$702K	Buy	8,540 +4,577	+115%	+$376K	﹤0.01%	1304
2024 Q4	$313K	Sell	3,963 -2,615	-40%	-$207K	﹤0.01%	1753
2024 Q3	$535K	Sell	6,578 -6,985	-52%	-$568K	﹤0.01%	1366
2024 Q2	$1.01M	Buy	+13,563	New	+$1.01M	0.01%	970