Envestnet Portfolio Solutions’s iShares Russell Top 200 Value ETF IWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553M | Buy |
6,568,250
+297,060
| +5% | +$25M | 2.03% | 12 |
|
|
2025
Q1 | $515M | Buy |
6,271,190
+103,328
| +2% | +$8.49M | 1.97% | 9 |
|
|
2024
Q4 | $487M | Sell |
6,167,862
-687,053
| -10% | -$54.3M | 1.59% | 18 |
|
|
2024
Q3 | $557M | Sell |
6,854,915
-235,772
| -3% | -$19.2M | 1.81% | 14 |
|
|
2024
Q2 | $531M | Sell |
7,090,687
-7,778
| -0.1% | -$582K | 1.85% | 13 |
|
|
2024
Q1 | $542M | Buy |
7,098,465
+982,341
| +16% | +$75M | 2.04% | 9 |
|
|
2023
Q4 | $429M | Sell |
6,116,124
-617,855
| -9% | -$43.4M | 1.78% | 12 |
|
|
2023
Q3 | $440M | Buy |
+6,733,979
| New | +$440M | 2.08% | 11 |
|