Beaumont Financial Advisors’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 | – | Sell |
-3,271
| Closed | -$269K | – | 390 |
|
|
2025
Q1 | $269K | Sell |
3,271
-271
| -8% | -$22.3K | 0.02% | 306 |
|
|
2024
Q4 | $280K | Sell |
3,542
-1,900
| -35% | -$150K | 0.02% | 302 |
|
|
2024
Q3 | $442K | Hold |
5,442
| – | – | 0.03% | 224 |
|
|
2024
Q2 | $407K | Hold |
5,442
| – | – | 0.03% | 230 |
|
|
2024
Q1 | $415K | Buy |
+5,442
| New | +$415K | 0.03% | 233 |
|