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GenWealth Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $491K | Hold |
5,836
| – | – | 0.1% | 48 |
|
2025
Q1 | $480K | Hold |
5,836
| – | – | 0.11% | 48 |
|
2024
Q4 | $461K | Hold |
5,836
| – | – | 0.11% | 47 |
|
2024
Q3 | $474K | Hold |
5,836
| – | – | 0.11% | 50 |
|
2024
Q2 | $437K | Hold |
5,836
| – | – | 0.11% | 48 |
|
2024
Q1 | $445K | Hold |
5,836
| – | – | 0.11% | 49 |
|
2023
Q4 | $410K | Hold |
5,836
| – | – | 0.11% | 53 |
|
2023
Q3 | $381K | Hold |
5,836
| – | – | 0.12% | 52 |
|
2023
Q2 | $394K | Hold |
5,836
| – | – | 0.11% | 54 |
|
2023
Q1 | $380K | Hold |
5,836
| – | – | 0.12% | 54 |
|
2022
Q4 | $379K | Hold |
5,836
| – | – | 0.12% | 55 |
|
2022
Q3 | $337K | Hold |
5,836
| – | – | 0.11% | 43 |
|
2022
Q2 | $361K | Hold |
5,836
| – | – | 0.12% | 41 |
|
2022
Q1 | $406K | Hold |
5,836
| – | – | 0.11% | 48 |
|
2021
Q4 | $408K | Hold |
5,836
| – | – | 0.11% | 48 |
|
2021
Q3 | $383K | Hold |
5,836
| – | – | 0.11% | 48 |
|
2021
Q2 | $387K | Hold |
5,836
| – | – | 0.11% | 46 |
|
2021
Q1 | $371K | Sell |
5,836
-2,140
| -27% | -$136K | 0.12% | 49 |
|
2020
Q4 | $462K | Hold |
7,976
| – | – | 0.15% | 45 |
|
2020
Q3 | $415K | Sell |
7,976
-963
| -11% | -$50.1K | 0.15% | 49 |
|
2020
Q2 | $437K | Hold |
8,939
| – | – | 0.17% | 46 |
|
2020
Q1 | $394K | Hold |
8,939
| – | – | 0.17% | 36 |
|
2019
Q4 | $523K | Hold |
8,939
| – | – | 0.2% | 46 |
|
2019
Q3 | $489K | Hold |
8,939
| – | – | 0.2% | 45 |
|
2019
Q2 | $489K | Hold |
8,939
| – | – | 0.21% | 45 |
|
2019
Q1 | $475K | Hold |
8,939
| – | – | 0.22% | 40 |
|
2018
Q4 | $427K | Hold |
8,939
| – | – | 0.21% | 37 |
|
2018
Q3 | $482K | Hold |
8,939
| – | – | 0.22% | 37 |
|
2018
Q2 | $451K | Hold |
8,939
| – | – | 0.22% | 37 |
|
2018
Q1 | $450K | Hold |
8,939
| – | – | 0.23% | 36 |
|
2017
Q4 | $492K | Hold |
8,939
| – | – | 0.25% | 37 |
|
2017
Q3 | $446K | Buy |
8,939
+4,370
| +96% | +$218K | 0.27% | 34 |
|
2017
Q2 | $223K | Buy |
+4,569
| New | +$223K | 0.15% | 49 |
|