Bank of Montreal’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 | $427K | Hold |
5,066
| – | – | ﹤0.01% | 2095 |
|
2025
Q1 | $416K | Hold |
5,066
| – | – | ﹤0.01% | 2070 |
|
2024
Q4 | $400K | Hold |
5,066
| – | – | ﹤0.01% | 2100 |
|
2024
Q3 | $410K | Hold |
5,066
| – | – | ﹤0.01% | 2259 |
|
2024
Q2 | $383K | Hold |
5,066
| – | – | ﹤0.01% | 2326 |
|
2024
Q1 | $387K | Hold |
5,066
| – | – | ﹤0.01% | 2324 |
|
2023
Q4 | $356K | Buy |
5,066
+5,053
| +38,869% | +$355K | ﹤0.01% | 2359 |
|
2023
Q3 | $894 | Buy |
+13
| New | +$894 | ﹤0.01% | 3274 |
|
2022
Q4 | – | Sell |
-1,725
| Closed | -$124 | – | 3573 |
|
2022
Q3 | $124 | Buy |
+1,725
| New | +$124 | ﹤0.01% | 2942 |
|
2021
Q4 | – | Sell |
-5,925
| Closed | -$399K | – | 3523 |
|
2021
Q3 | $399K | Buy |
+5,925
| New | +$399K | ﹤0.01% | 2806 |
|