Colonial River Investments’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	–	Sell	-6,280	Closed	-$516K	–	234
2025 Q1	$516K	Buy	+6,280	New	+$516K	0.28%	81
2024 Q4	–	Sell	-20,199	Closed	-$1.64M	–	222
2024 Q3	$1.64M	Buy	+20,199	New	+$1.64M	0.81%	35