CFS Investment Advisory Services’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 | $1.49M | Sell |
17,705
-6,035
| -25% | -$508K | 0.12% | 139 |
|
|
2025
Q1 | $1.95M | Buy |
23,740
+3,220
| +16% | +$265K | 0.17% | 114 |
|
|
2024
Q4 | $1.62M | Buy |
20,520
+4,123
| +25% | +$326K | 0.15% | 122 |
|
|
2024
Q3 | $1.33M | Buy |
16,397
+1,206
| +8% | +$98K | 0.11% | 135 |
|
|
2024
Q2 | $1.14M | Buy |
+15,191
| New | +$1.14M | 0.09% | 133 |
|
|
2023
Q3 | – | Sell |
-19,060
| Closed | -$1.29M | – | 203 |
|
|
2023
Q2 | $1.29M | Buy |
+19,060
| New | +$1.29M | 0.16% | 104 |
|