CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Hold |
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|
2025
Q1 | $632K | Buy |
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|
2024
Q4 | $502K | Buy |
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|
2024
Q3 | $455K | Buy |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $340K | Sell |
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|
2023
Q4 | $2.51M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $333K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $96K | Buy |
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|
2020
Q1 | $82K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $105K | Buy |
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|
2019
Q2 | $103K | Buy |
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|
2019
Q1 | $99K | Buy |
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|
2018
Q4 | $90K | Buy |
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|
2018
Q3 | $100K | Buy |
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|
2018
Q2 | $94K | Hold |
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|
2018
Q1 | $91K | Buy |
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|
2017
Q4 | $96K | Hold |
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|
2017
Q3 | $94K | Buy |
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|
2017
Q2 | $88K | Buy |
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