Bessemer Group’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 |
-350
| Closed | -$29K | – | 2533 |
|
|
2025
Q1 | $29K | Hold |
350
| – | – | ﹤0.01% | 1415 |
|
|
2024
Q4 | $28K | Hold |
350
| – | – | ﹤0.01% | 1409 |
|
|
2024
Q3 | $28K | Hold |
350
| – | – | ﹤0.01% | 1453 |
|
|
2024
Q2 | $26K | Hold |
350
| – | – | ﹤0.01% | 1358 |
|
|
2024
Q1 | $27K | Hold |
350
| – | – | ﹤0.01% | 1396 |
|
|
2023
Q4 | $25K | Hold |
350
| – | – | ﹤0.01% | 1440 |
|
|
2023
Q3 | $23K | Buy |
+350
| New | +$23K | ﹤0.01% | 1453 |
|
|
2020
Q4 | – | Sell |
-1,104
| Closed | -$56K | – | 1517 |
|
|
2020
Q3 | $56K | Buy |
+1,104
| New | +$56K | ﹤0.01% | 919 |
|