Avior Wealth Management’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
Q1 | – | Sell |
-68
| Closed | -$5.37K | – | 1547 |
|
|
2024
Q4 | $5.37K | Buy |
68
+1
| +1% | +$79 | ﹤0.01% | 1834 |
|
|
2024
Q3 | $5.49K | Hold |
67
| – | – | ﹤0.01% | 1747 |
|
|
2024
Q2 | $5.03K | Buy |
67
+1
| +2% | +$75 | ﹤0.01% | 1718 |
|
|
2024
Q1 | $5.11K | Hold |
66
| – | – | ﹤0.01% | 2073 |
|
|
2023
Q4 | $4.68K | Buy |
66
+1
| +2% | +$71 | ﹤0.01% | 1163 |
|
|
2023
Q3 | $4.3K | Hold |
65
| – | – | ﹤0.01% | 1233 |
|
|
2023
Q2 | $4.44K | Hold |
65
| – | – | ﹤0.01% | 1199 |
|
|
2023
Q1 | $4.26K | Sell |
65
-4
| -6% | -$262 | ﹤0.01% | 1247 |
|
|
2022
Q4 | $4.49K | Sell |
69
-5
| -7% | -$326 | ﹤0.01% | 971 |
|
|
2022
Q3 | $4K | Hold |
74
| – | – | ﹤0.01% | 958 |
|
|
2022
Q2 | $4K | Buy |
74
+1
| +1% | +$54 | ﹤0.01% | 882 |
|
|
2022
Q1 | $5K | Hold |
73
| – | – | ﹤0.01% | 905 |
|
|
2021
Q4 | $5K | Sell |
73
-196
| -73% | -$13.4K | ﹤0.01% | 887 |
|
|
2021
Q3 | $17K | Buy |
269
+196
| +268% | +$12.4K | ﹤0.01% | 701 |
|
|
2021
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 843 |
|
|
2021
Q1 | $4K | Buy |
73
+1
| +1% | +$55 | ﹤0.01% | 856 |
|
|
2020
Q4 | $4K | Buy |
72
+1
| +1% | +$56 | ﹤0.01% | 810 |
|
|
2020
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 792 |
|
|
2020
Q2 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 761 |
|