GeoWealth 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 | $133K | Sell |
1,578
-517
| -25% | -$43.5K | 0.01% | 754 |
|
|
2025
Q1 | $172K | Buy |
2,095
+199
| +10% | +$16.4K | 0.01% | 691 |
|
|
2024
Q4 | $150K | Buy |
1,896
+1,639
| +638% | +$130K | ﹤0.01% | 858 |
|
|
2024
Q3 | $20.9K | Buy |
+257
| New | +$20.9K | ﹤0.01% | 1271 |
|
|
2019
Q4 | – | Sell |
-4,398
| Closed | -$241K | – | 149 |
|
|
2019
Q3 | $241K | Buy |
+4,398
| New | +$241K | 0.05% | 177 |
|