Financial Architects (New Jersey)’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-152
| Closed | -$7K | – | 516 |
|
2020
Q2 | $7K | Hold |
152
| – | – | ﹤0.01% | 689 |
|
2020
Q1 | $7K | Hold |
152
| – | – | ﹤0.01% | 666 |
|
2019
Q4 | $9K | Hold |
152
| – | – | ﹤0.01% | 691 |
|
2019
Q3 | $8K | Hold |
152
| – | – | ﹤0.01% | 744 |
|
2019
Q2 | $8K | Hold |
152
| – | – | ﹤0.01% | 818 |
|
2019
Q1 | $8K | Hold |
152
| – | – | ﹤0.01% | 1019 |
|
2018
Q4 | $7K | Hold |
152
| – | – | ﹤0.01% | 957 |
|
2018
Q3 | $8K | Hold |
152
| – | – | ﹤0.01% | 1021 |
|
2018
Q2 | $8K | Hold |
152
| – | – | ﹤0.01% | 1042 |
|
2018
Q1 | $8K | Hold |
152
| – | – | ﹤0.01% | 1016 |
|
2017
Q4 | $8K | Hold |
152
| – | – | ﹤0.01% | 1068 |
|
2017
Q3 | $8K | Hold |
152
| – | – | ﹤0.01% | 1083 |
|
2017
Q2 | $7K | Hold |
152
| – | – | ﹤0.01% | 1101 |
|
2017
Q1 | $7K | Hold |
152
| – | – | ﹤0.01% | 1111 |
|
2016
Q4 | $7K | Hold |
152
| – | – | ﹤0.01% | 1066 |
|
2016
Q3 | $7K | Hold |
152
| – | – | ﹤0.01% | 1048 |
|
2016
Q2 | $7K | Hold |
152
| – | – | ﹤0.01% | 1027 |
|
2016
Q1 | $6K | Buy |
+152
| New | +$6K | ﹤0.01% | 842 |
|