Cyndeo Wealth Partners’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
$287K Sell
3,411
-738
-18% -$62.1K 0.02% 393
2025
Q1
$341K Buy
+4,149
New +$341K 0.02% 345