Geneos Wealth Management’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	–	Sell	-27,681	Closed	-$2.27M	–	3176
2025 Q1	$2.27M	Buy	+27,681	New	+$2.27M	0.03%	456
2024 Q4	–	Sell	-15,691	Closed	-$1.28M	–	2928
2024 Q3	$1.28M	Buy	+15,691	New	+$1.28M	0.05%	357