Cerity Partners’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 | $222K | Hold |
2,641
| – | – | ﹤0.01% | 2296 |
|
|
2025
Q1 | $217K | Hold |
2,641
| – | – | ﹤0.01% | 2172 |
|
|
2024
Q4 | $209K | Hold |
2,641
| – | – | ﹤0.01% | 2222 |
|
|
2024
Q3 | $215K | Buy |
+2,641
| New | +$215K | ﹤0.01% | 2273 |
|
|
2024
Q2 | – | Sell |
-2,629
| Closed | -$201K | – | 2309 |
|
|
2024
Q1 | $201K | Buy |
+2,629
| New | +$201K | ﹤0.01% | 2113 |
|