GeoWealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

GeoWealth Management’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$133K	Sell
2025 Q1	$172K	Buy
2024 Q4	$150K	Buy
2024 Q3	$20.9K	Buy
2019 Q4	–	Sell
2019 Q3	$241K	Buy