Colonial Trust’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
Q3 | $126K | Hold |
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|
2025
Q2 | $121K | Sell |
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|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $359K | Hold |
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|
2023
Q4 | $330K | Buy |
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|
2023
Q3 | $93.8K | Hold |
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|
2023
Q2 | $96.8K | Hold |
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|
2023
Q1 | $92.4K | Hold |
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|
2022
Q4 | $93.3K | Buy |
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