Clarus Wealth 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 Q1	–	Sell	-6,360	Closed	-$504K	–	119
2024 Q4	$504K	Sell	6,360 -172	-3%	-$14.1K	0.25%	80
2024 Q3	$528K	Sell	6,532 -178	-3%	-$13.9K	0.27%	78
2024 Q2	$507K	Sell	6,710 -651	-9%	-$48.7K	0.27%	75
2024 Q1	$549K	Sell	7,361 -332	-4%	-$24K	0.31%	76
2023 Q4	$534K	Buy	+7,693	New	+$510K	0.32%	73
2023 Q2	$525K	Sell	7,903 -176	-2%	-$11.6K	0.32%	64
2023 Q1	$531K	Buy	8,079 +228	+3%	+$15K	0.33%	61
2022 Q4	$522K	Buy	7,851 +1,033	+15%	+$65.9K	0.34%	58
2022 Q3	$399K	Buy	6,818 +130	+2%	+$8.26K	0.28%	70
2022 Q2	$416K	Buy	6,688 +107	+2%	+$7.06K	0.29%	68
2022 Q1	$459K	Buy	6,581 +460	+8%	+$31.8K	0.29%	59
2021 Q4	$438K	Buy	+6,121	New	+$419K	0.25%	63
2019 Q2	–	Sell	-210	Closed	-$11K	–	659
2019 Q1	$11K	Hold	210	–	–	0.01%	509
2018 Q4	$10K	Hold	210	–	–	0.02%	514
2018 Q3	$11K	Hold	210	–	–	0.01%	526
2018 Q2	$11K	Buy	+210	New	+$10.7K	0.01%	513