Ballast Advisors’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
Q2 | $304K | Hold |
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|
2025
Q1 | $296K | Hold |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $293K | Hold |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $193K | Hold |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $111K | Sell |
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|
2021
Q1 | $213K | Hold |
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|
2020
Q4 | $193K | Hold |
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|
2020
Q3 | $170K | Hold |
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|
2020
Q2 | $163K | Hold |
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|
2020
Q1 | $147K | Hold |
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|
2019
Q4 | $195K | Buy |
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