Global Wealth Management Investment Advisory’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.01M	Sell	21,706 -771	-3%	-$73.3K	0.32%	78
2025 Q4	$2.06M	Sell	22,477 -1,770	-7%	-$159K	0.33%	75
2025 Q3	$2.13M	Sell	24,247 -62	-0.3%	-$5.32K	0.36%	78
2025 Q2	$2.05M	Sell	24,309 -858	-3%	-$69K	0.38%	76
2025 Q1	$2.07M	Sell	25,167 -1,103	-4%	-$90.7K	0.41%	71
2024 Q4	$2.08M	Sell	26,270 -337	-1%	-$27.6K	0.43%	69
2024 Q3	$2.16M	Sell	26,607 -397	-1%	-$31K	0.47%	63
2024 Q2	$2.02M	Sell	27,004 -1,459	-5%	-$109K	0.47%	65
2024 Q1	$2.17M	Sell	28,463 -2,085	-7%	-$151K	0.53%	61
2023 Q4	$2.14M	Sell	30,548 -4,717	-13%	-$313K	0.55%	58
2023 Q3	$2.31M	Sell	35,265 -3,033	-8%	-$206K	0.65%	55
2023 Q2	$2.58M	Sell	38,298 -1,319	-3%	-$86.7K	0.71%	50
2023 Q1	$2.58M	Sell	39,617 -4,179	-10%	-$274K	0.78%	50
2022 Q4	$2.85M	Sell	43,796 -8,423	-16%	-$537K	0.93%	44
2022 Q3	$3.01M	Sell	52,219 -4,780	-8%	-$304K	1.07%	32
2022 Q2	$3.52M	Sell	56,999 -33,780	-37%	-$2.23M	1.19%	27
2022 Q1	$6.32M	Sell	90,779 -15,588	-15%	-$1.08M	1.88%	13
2021 Q4	$7.45M	Sell	106,367 -11,013	-9%	-$753K	2.24%	8
2021 Q3	$7.71M	Sell	117,380 -21,787	-16%	-$1.47M	2.44%	8
2021 Q2	$9.25M	Sell	139,167 -3,993	-3%	-$265K	3.08%	3
2021 Q1	$9.12M	Sell	143,160 -1,309	-0.9%	-$79.6K	3.29%	3
2020 Q4	$8.37M	Sell	144,469 -4,920	-3%	-$269K	3.24%	5
2020 Q3	$7.63M	Buy	149,389 +20,396	+16%	+$1.05M	3.3%	4
2020 Q2	$6.3M	Buy	128,993 +6,944	+6%	+$335K	2.69%	5
2020 Q1	$5.38M	Buy	122,049 +4,654	+4%	+$250K	2.71%	6
2019 Q4	$6.87M	Sell	117,395 -6,093	-5%	-$344K	2.9%	3
2019 Q3	$6.76M	Buy	123,488 +1,396	+1%	+$75.8K	3.09%	3
2019 Q2	$6.6M	Buy	122,092 +4,681	+4%	+$250K	3.19%	4
2019 Q1	$6.17M	Buy	117,411 +5,102	+5%	+$261K	3.2%	3
2018 Q4	$5.37M	Buy	+112,309	New	+$5.75M	3.12%	2