FSA Advisors’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 | $449K | Buy |
5,331
+1,622
| +44% | +$137K | 0.36% | 86 |
|
|
2025
Q1 | $305K | Sell |
3,709
-107
| -3% | -$8.79K | 0.24% | 127 |
|
|
2024
Q4 | $302K | Sell |
3,816
-85
| -2% | -$6.72K | 0.37% | 94 |
|
|
2024
Q3 | $292K | Buy |
3,901
+483
| +14% | +$36.1K | 0.29% | 104 |
|
|
2024
Q2 | $261K | Hold |
3,418
| – | – | 0.27% | 111 |
|
|
2024
Q1 | $261K | Buy |
3,418
+51
| +2% | +$3.89K | 0.28% | 108 |
|
|
2023
Q4 | $236K | Buy |
+3,367
| New | +$236K | 0.29% | 100 |
|