Cape Investment Advisory’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	-45	Closed	-$3.7K	–	1212
2025 Q1	$3.7K	Buy	+45	New	+$3.7K	﹤0.01%	816
2024 Q4	–	Sell	-77	Closed	-$6.26K	–	1152
2024 Q3	$6.26K	Buy	+77	New	+$6.26K	﹤0.01%	658