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	-68	Closed	-$5.37K	–	1547
2024 Q4	$5.37K	Buy	68 +1	+1%	+$82	﹤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%	+$66	﹤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%	-$319	﹤0.01%	971
2022 Q3	$4K	Hold	74	–	–	﹤0.01%	958
2022 Q2	$4K	Buy	74 +1	+1%	+$66	﹤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%	+$13.2K	﹤0.01%	701
2021 Q2	$4K	Hold	73	–	–	﹤0.01%	843
2021 Q1	$4K	Buy	73 +1	+1%	+$61	﹤0.01%	856
2020 Q4	$4K	Buy	72 +1	+1%	+$55	﹤0.01%	810
2020 Q3	$3K	Hold	71	–	–	﹤0.01%	792
2020 Q2	$3K	Buy	+71	New	+$3.43K	﹤0.01%	761