Foundations Investment Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.79M | Sell |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $2.91M | Buy |
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|
2023
Q2 | $2.94M | Buy |
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|
2023
Q1 | $1.76M | Sell |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $409K | Sell |
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|
2021
Q3 | $436K | Sell |
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|
2021
Q2 | $577K | Buy |
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