Cambridge Investment Research 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
2026 Q1	$8.01M	Buy	86,404 +2,266	+3%	+$216K	0.02%	705
2025 Q4	$7.73M	Buy	84,138 +5,568	+7%	+$500K	0.02%	702
2025 Q3	$6.91M	Buy	78,570 +3,392	+5%	+$291K	0.02%	736
2025 Q2	$6.33M	Buy	75,178 +4,808	+7%	+$387K	0.02%	726
2025 Q1	$5.78M	Buy	70,370 +4,324	+7%	+$356K	0.02%	730
2024 Q4	$5.22M	Buy	66,046 +4,673	+8%	+$383K	0.02%	788
2024 Q3	$4.99M	Buy	61,373 +7,809	+15%	+$609K	0.02%	797
2024 Q2	$4.01M	Buy	53,564 +12,499	+30%	+$935K	0.01%	876
2024 Q1	$3.13M	Buy	41,065 +7,166	+21%	+$518K	0.01%	1011
2023 Q4	$2.38M	Buy	33,899 +4,950	+17%	+$328K	0.01%	1100
2023 Q3	$1.89M	Buy	28,949 +5,178	+22%	+$351K	0.01%	1172
2023 Q2	$1.6M	Buy	23,771 +6,112	+35%	+$402K	0.01%	1302
2023 Q1	$1.15M	Buy	17,659 +1,896	+12%	+$124K	0.01%	1483
2022 Q4	$1.02M	Buy	15,763 +9,112	+137%	+$581K	0.01%	1500
2022 Q3	$384K	Buy	6,651 +1,171	+21%	+$74.4K	﹤0.01%	2154
2022 Q2	$339K	Buy	5,480 +393	+8%	+$25.9K	﹤0.01%	2275
2022 Q1	$354K	Buy	5,087 +1,629	+47%	+$113K	﹤0.01%	2401
2021 Q4	$242K	Buy	3,458 +149	+5%	+$10.2K	﹤0.01%	2722
2021 Q3	$217K	Buy	3,309 +257	+8%	+$17.3K	﹤0.01%	2748
2021 Q2	$203K	Buy	+3,052	New	+$202K	﹤0.01%	2822