Franklin Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $565K | Sell |
6,095
-1,800
| -23% | -$171K | ﹤0.01% | 2420 |
|
|
2025
Q4 | $725K | Sell |
7,895
-410
| -5% | -$36.8K | ﹤0.01% | 2234 |
|
|
2025
Q3 | $730K | Sell |
8,305
-1,915
| -19% | -$164K | ﹤0.01% | 2265 |
|
|
2025
Q2 | $860K | Hold |
10,220
| – | – | ﹤0.01% | 2066 |
|
|
2025
Q1 | $840K | Buy |
10,220
+7,995
| +359% | +$658K | ﹤0.01% | 2044 |
|
|
2024
Q4 | $176K | Hold |
2,225
| – | – | ﹤0.01% | 2671 |
|
|
2024
Q3 | $184K | Hold |
2,225
| – | – | ﹤0.01% | 2656 |
|
|
2024
Q2 | $166K | Hold |
2,225
| – | – | ﹤0.01% | 2595 |
|
|
2024
Q1 | $170K | Sell |
2,225
-2,343
| -51% | -$169K | ﹤0.01% | 2632 |
|
|
2023
Q4 | $321K | Sell |
4,568
-780
| -15% | -$51.7K | ﹤0.01% | 2144 |
|
|
2023
Q3 | $350K | Hold |
5,348
| – | – | ﹤0.01% | 2089 |
|
|
2023
Q2 | $361K | Hold |
5,348
| – | – | ﹤0.01% | 2126 |
|
|
2023
Q1 | $348K | Hold |
5,348
| – | – | ﹤0.01% | 1813 |
|
|
2022
Q4 | $347K | Hold |
5,348
| – | – | ﹤0.01% | 1816 |
|
|
2022
Q3 | $309K | Hold |
5,348
| – | – | ﹤0.01% | 1842 |
|
|
2022
Q2 | $330K | Sell |
5,348
-874
| -14% | -$57.6K | ﹤0.01% | 1835 |
|
|
2022
Q1 | $433K | Sell |
6,222
-400
| -6% | -$27.6K | ﹤0.01% | 1885 |
|
|
2021
Q4 | $464K | Sell |
6,622
-237
| -3% | -$16.2K | ﹤0.01% | 1929 |
|
|
2021
Q3 | $450K | Hold |
6,859
| – | – | ﹤0.01% | 1931 |
|
|
2021
Q2 | $456K | Sell |
6,859
-3,385
| -33% | -$224K | ﹤0.01% | 1628 |
|
|
2021
Q1 | $652K | Sell |
10,244
-118
| -1% | -$7.17K | ﹤0.01% | 1562 |
|
|
2020
Q4 | $600K | Sell |
10,362
-3,790
| -27% | -$207K | ﹤0.01% | 1518 |
|
|
2020
Q3 | $723K | Sell |
14,152
-3,612
| -20% | -$185K | ﹤0.01% | 1439 |
|
|
2020
Q2 | $915K | Hold |
17,764
| – | – | ﹤0.01% | 1299 |
|
|
2020
Q1 | $784K | Sell |
17,764
-2,432
| -12% | -$131K | ﹤0.01% | 1240 |
|
|
2019
Q4 | $1.18M | Buy |
20,196
+12,900
| +177% | +$729K | ﹤0.01% | 1247 |
|
|
2019
Q3 | $400K | Buy |
+7,296
| New | +$396K | ﹤0.01% | 1397 |
|
Other funds holding IWX
TCIIS
FCBT
AWM
CCMG
FCAM
WSFS