Clearstead 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
2023
Q3
Sell
-30
Closed -$2.02K 1541
2023
Q2
$2.02K Hold
30
﹤0.01% 1150
2023
Q1
$1.95K Hold
30
﹤0.01% 1137
2022
Q4
$1.95K Hold
30
﹤0.01% 1093
2022
Q3
$2K Buy
+30
New +$2K ﹤0.01% 1076