HighTower Advisors’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 | $5.04M | Buy |
54,426
+4,189
| +8% | +$399K | 0.01% | 1189 |
|
|
2025
Q4 | $4.61M | Buy |
50,237
+35,379
| +238% | +$3.18M | 0.01% | 1212 |
|
|
2025
Q3 | $1.31M | Sell |
14,858
-3,836
| -21% | -$329K | ﹤0.01% | 1913 |
|
|
2025
Q2 | $1.57M | Sell |
18,694
-38,448
| -67% | -$3.09M | ﹤0.01% | 1704 |
|
|
2025
Q1 | $4.7M | Buy |
57,142
+40,764
| +249% | +$3.35M | 0.01% | 1072 |
|
|
2024
Q4 | $1.29M | Sell |
16,378
-56,635
| -78% | -$4.64M | ﹤0.01% | 1792 |
|
|
2024
Q3 | $5.94M | Buy |
73,013
+56,181
| +334% | +$4.38M | 0.01% | 962 |
|
|
2024
Q2 | $1.26M | Sell |
16,832
-10,129
| -38% | -$758K | ﹤0.01% | 1719 |
|
|
2024
Q1 | $2.06M | Sell |
26,961
-18,226
| -40% | -$1.32M | ﹤0.01% | 1417 |
|
|
2023
Q4 | $3.17M | Sell |
45,187
-119,973
| -73% | -$7.96M | 0.01% | 1193 |
|
|
2023
Q3 | $10.8M | Buy |
165,160
+112,907
| +216% | +$7.66M | 0.02% | 640 |
|
|
2023
Q2 | $3.52M | Buy |
52,253
+10,077
| +24% | +$663K | 0.01% | 1058 |
|
|
2023
Q1 | $2.73M | Buy |
42,176
+1,301
| +3% | +$85.3K | 0.01% | 1114 |
|
|
2022
Q4 | $2.65M | Buy |
40,875
+90
| +0.2% | +$5.74K | 0.01% | 1132 |
|
|
2022
Q3 | $2.36M | Buy |
40,785
+444
| +1% | +$28.2K | 0.01% | 1141 |
|
|
2022
Q2 | $2.49M | Sell |
40,341
-692
| -2% | -$45.6K | 0.01% | 1137 |
|
|
2022
Q1 | $2.86M | Buy |
41,033
+1,903
| +5% | +$132K | 0.01% | 1175 |
|
|
2021
Q4 | $2.75M | Buy |
39,130
+766
| +2% | +$52.4K | 0.01% | 1188 |
|
|
2021
Q3 | $2.51M | Buy |
38,364
+1,019
| +3% | +$68.5K | 0.01% | 1136 |
|
|
2021
Q2 | $2.48M | Buy |
37,345
+3,469
| +10% | +$230K | 0.01% | 1118 |
|
|
2021
Q1 | $2.15M | Buy |
33,876
+3,933
| +13% | +$239K | 0.01% | 1095 |
|
|
2020
Q4 | $1.75M | Buy |
29,943
+1,769
| +6% | +$96.7K | 0.01% | 973 |
|
|
2020
Q3 | $1.44M | Buy |
28,174
+3,230
| +13% | +$166K | 0.01% | 1036 |
|
|
2020
Q2 | $1.22M | Buy |
24,944
+2,053
| +9% | +$99.1K | 0.01% | 1024 |
|
|
2020
Q1 | $1.01M | Buy |
22,891
+1,253
| +6% | +$67.4K | 0.01% | 1007 |
|
|
2019
Q4 | $1.26M | Buy |
21,638
+348
| +2% | +$19.7K | 0.01% | 1040 |
|
|
2019
Q3 | $1.17M | Sell |
21,290
-125
| -0.6% | -$6.79K | 0.01% | 1101 |
|
|
2019
Q2 | $1.16M | Buy |
21,415
+1,161
| +6% | +$61.9K | 0.01% | 1124 |
|
|
2019
Q1 | $1.07M | Sell |
20,254
-313
| -2% | -$16K | 0.01% | 1110 |
|
|
2018
Q4 | $979K | Buy |
20,567
+213
| +1% | +$10.9K | 0.01% | 1049 |
|
|
2018
Q3 | $1.09M | Sell |
20,354
-52
| -0.3% | -$2.75K | 0.01% | 1083 |
|
|
2018
Q2 | $1.04M | Buy |
20,406
+1,283
| +7% | +$65.5K | 0.01% | 1103 |
|
|
2018
Q1 | $967K | Buy |
19,123
+3,372
| +21% | +$178K | 0.01% | 1093 |
|
|
2017
Q4 | $823K | Buy |
15,751
+156
| +1% | +$7.96K | 0.01% | 1215 |
|
|
2017
Q3 | $773K | Sell |
15,595
-4
| -0% | -$196 | 0.01% | 1227 |
|
|
2017
Q2 | $757K | Buy |
15,599
+743
| +5% | +$35.9K | 0.01% | 1186 |
|
|
2017
Q1 | $716K | Buy |
14,856
+205
| +1% | +$9.88K | 0.01% | 1176 |
|
|
2016
Q4 | $692K | Buy |
14,651
+153
| +1% | +$6.94K | 0.01% | 1120 |
|
|
2016
Q3 | $647K | Buy |
14,498
+1,128
| +8% | +$49.8K | 0.01% | 1107 |
|
|
2016
Q2 | $577K | Sell |
13,370
-777
| -5% | -$33K | 0.01% | 1083 |
|
|
2016
Q1 | $583K | Buy |
14,147
+154
| +1% | +$6.12K | 0.01% | 1301 |
|
|
2015
Q4 | $579K | Sell |
13,993
-598
| -4% | -$25.1K | 0.01% | 1247 |
|
|
2015
Q3 | $562K | Buy |
14,591
+696
| +5% | +$29.1K | 0.01% | 1153 |
|
|
2015
Q2 | $607K | Buy |
13,895
+878
| +7% | +$38.8K | 0.01% | 955 |
|
|
2015
Q1 | $562K | Buy |
13,017
+330
| +3% | +$14.4K | 0.01% | 1033 |
|
|
2014
Q4 | $565K | Buy |
12,687
+418
| +3% | +$18.1K | 0.01% | 1007 |
|
|
2014
Q3 | $524K | Buy |
12,269
+1,534
| +14% | +$65.9K | 0.01% | 1005 |
|
|
2014
Q2 | $460K | Buy |
10,735
+979
| +10% | +$40.7K | 0.01% | 1079 |
|
|
2014
Q1 | $399K | Buy |
+9,756
| New | +$388K | 0.01% | 1061 |
|
Other funds holding IWX
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FCBT
AWM
CCMG
FCAM
WSFS