Great Valley Advisor Group’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 Q1	–	Sell	-5,883	Closed	-$465K	–	896
2024 Q4	$465K	Buy	5,883 +1,406	+31%	+$111K	0.01%	588
2024 Q3	$364K	Buy	+4,477	New	+$364K	0.01%	639