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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
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|
2025
Q1 | $2.07M | Sell |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $2.16M | Sell |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.17M | Sell |
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|
2023
Q4 | $2.14M | Sell |
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|
2023
Q3 | $2.31M | Sell |
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|
2023
Q2 | $2.58M | Sell |
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|
2023
Q1 | $2.58M | Sell |
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|
2022
Q4 | $2.85M | Sell |
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|
2022
Q3 | $3.01M | Sell |
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|
2022
Q2 | $3.52M | Sell |
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|
2022
Q1 | $6.32M | Sell |
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|
2021
Q4 | $7.45M | Sell |
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|
2021
Q3 | $7.71M | Sell |
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|
2021
Q2 | $9.25M | Sell |
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|
2021
Q1 | $9.12M | Sell |
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|
2020
Q4 | $8.37M | Sell |
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|
2020
Q3 | $7.63M | Buy |
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|
2020
Q2 | $6.3M | Buy |
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|
2020
Q1 | $5.38M | Buy |
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|
2019
Q4 | $6.87M | Sell |
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|
2019
Q3 | $6.76M | Buy |
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|
2019
Q2 | $6.6M | Buy |
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|
2019
Q1 | $6.17M | Buy |
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|
2018
Q4 | $5.37M | Buy |
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