Cetera Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,400
| Closed | -$210K | – | 1402 |
|
|
2022
Q2 | $210K | Buy |
3,400
+259
| +8% | +$16K | ﹤0.01% | 1215 |
|
|
2022
Q1 | $219K | Buy |
+3,141
| New | +$219K | ﹤0.01% | 1269 |
|
|
2021
Q4 | – | Sell |
-3,639
| Closed | -$239K | – | 1477 |
|
|
2021
Q3 | $239K | Buy |
+3,639
| New | +$239K | ﹤0.01% | 1224 |
|
|
2019
Q2 | – | Sell |
-1,652
| Closed | -$87K | – | 1115 |
|
|
2019
Q1 | $87K | Buy |
+1,652
| New | +$87K | ﹤0.01% | 910 |
|