Global Retirement Partners’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 | $56.5K | Buy |
+671
| New | +$56.5K | ﹤0.01% | 1710 |
|
|
2024
Q4 | $3.79K | Sell |
48
-3,428
| -99% | -$271K | ﹤0.01% | 2817 |
|
|
2024
Q3 | $282K | Buy |
+3,476
| New | +$282K | 0.01% | 796 |
|
|
2018
Q1 | – | Sell |
-185
| Closed | -$10K | – | 1513 |
|
|
2017
Q4 | $10K | Hold |
185
| – | – | ﹤0.01% | 907 |
|
|
2017
Q3 | $8K | Hold |
185
| – | – | ﹤0.01% | 895 |
|
|
2017
Q2 | $8K | Buy |
+185
| New | +$8K | ﹤0.01% | 839 |
|