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Colonial Trust’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Colonial Trust’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$133K Hold
1,435
– – 0.02% 372
2025
Q4 		$132K Hold
1,435
– – 0.02% 375
2025
Q3 		$126K Hold
1,435
– – 0.02% 401
2025
Q2 		$121K Sell
1,435
-1,197
-45% -$96.3K 0.02% 406
2025
Q1 		$216K Hold
2,632
– – 0.03% 276
2024
Q4 		$208K Sell
2,632
-437
-14% -$35.8K 0.03% 297
2024
Q3 		$249K Hold
3,069
– – 0.04% 265
2024
Q2 		$230K Sell
3,069
-1,635
-35% -$122K 0.04% 252
2024
Q1 		$359K Hold
4,704
– – 0.07% 184
2023
Q4 		$330K Buy
4,704
+3,269
+228% +$217K 0.07% 189
2023
Q3 		$93.8K Hold
1,435
– – 0.02% 370
2023
Q2 		$96.8K Hold
1,435
– – 0.02% 356
2023
Q1 		$92.4K Hold
1,435
– – 0.02% 351
2022
Q4 		$93.3K Buy
+1,435
New +$91.6K 0.03% 322

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AWM
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Lido Advisors
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CCMG
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LPL Financial
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FCAM
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WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return