Avior Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $5.37K | Buy |
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|
2024
Q3 | $5.49K | Hold |
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2024
Q2 | $5.03K | Buy |
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|
2024
Q1 | $5.11K | Hold |
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|
2023
Q4 | $4.68K | Buy |
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|
2023
Q3 | $4.3K | Hold |
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|
2023
Q2 | $4.44K | Hold |
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|
2023
Q1 | $4.26K | Sell |
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|
2022
Q4 | $4.49K | Sell |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Sell |
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|
2021
Q3 | $17K | Buy |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Buy |
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|
2020
Q4 | $4K | Buy |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Buy |
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