Equitable Holdings’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 | $697K | Buy |
8,279
+882
| +12% | +$74.3K | 0.01% | 911 |
|
|
2025
Q1 | $608K | Buy |
7,397
+424
| +6% | +$34.8K | 0.01% | 860 |
|
|
2024
Q4 | $551K | Buy |
6,973
+3,645
| +110% | +$288K | 0.01% | 845 |
|
|
2024
Q3 | $270K | Buy |
3,328
+5
| +0.2% | +$406 | ﹤0.01% | 1079 |
|
|
2024
Q2 | $249K | Buy |
+3,323
| New | +$249K | ﹤0.01% | 1053 |
|
|
2023
Q2 | – | Sell |
-8,836
| Closed | -$575K | – | 1050 |
|
|
2023
Q1 | $575K | Hold |
8,836
| – | – | 0.01% | 615 |
|
|
2022
Q4 | $574K | Hold |
8,836
| – | – | 0.01% | 572 |
|
|
2022
Q3 | $510K | Hold |
8,836
| – | – | 0.01% | 553 |
|
|
2022
Q2 | $546K | Hold |
8,836
| – | – | 0.01% | 541 |
|
|
2022
Q1 | $615K | Buy |
8,836
+79
| +0.9% | +$5.5K | 0.01% | 528 |
|
|
2021
Q4 | $614K | Hold |
8,757
| – | – | 0.01% | 522 |
|
|
2021
Q3 | $575K | Hold |
8,757
| – | – | 0.01% | 525 |
|
|
2021
Q2 | $582K | Hold |
8,757
| – | – | 0.01% | 502 |
|
|
2021
Q1 | $558K | Buy |
8,757
+66
| +0.8% | +$4.21K | 0.01% | 486 |
|
|
2020
Q4 | $503K | Hold |
8,691
| – | – | 0.01% | 457 |
|
|
2020
Q3 | $444K | Hold |
8,691
| – | – | 0.01% | 451 |
|
|
2020
Q2 | $424K | Buy |
8,691
+104
| +1% | +$5.07K | 0.01% | 444 |
|
|
2020
Q1 | $379K | Hold |
8,587
| – | – | 0.01% | 413 |
|
|
2019
Q4 | $502K | Buy |
+8,587
| New | +$502K | 0.01% | 400 |
|