Curi Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Curi Wealth Management’s Portfolio IWX Stock Details IWX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell
2022 Q2	$171K	Sell
2022 Q1	$201K	Buy
2021 Q4	$201K	Buy
2021 Q3	–	Sell
2021 Q2	$213K	Buy