Cherry Tree Wealth Management’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 | $22.5K | Hold |
267
| – | – | 0.01% | 331 |
|
|
2025
Q1 | $21.9K | Hold |
267
| – | – | 0.01% | 343 |
|
|
2024
Q4 | $21.1K | Hold |
267
| – | – | 0.01% | 333 |
|
|
2024
Q3 | $21.7K | Hold |
267
| – | – | 0.01% | 334 |
|
|
2024
Q2 | $20K | Hold |
267
| – | – | 0.01% | 329 |
|
|
2024
Q1 | $20.4K | Hold |
267
| – | – | 0.01% | 316 |
|
|
2023
Q4 | $18.7K | Hold |
267
| – | – | 0.01% | 309 |
|
|
2023
Q3 | $17.5K | Hold |
267
| – | – | 0.01% | 301 |
|
|
2023
Q2 | $18K | Buy |
+267
| New | +$18K | 0.01% | 296 |
|