HBS
Howard Bailey Securities’s iShares Russell Top 200 Value ETF IWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
146,932
-4,100
| -3% | -$345K | 4.74% | 4 |
|
|
2025
Q1 | $12.4M | Sell |
151,032
-7,882
| -5% | -$648K | 5.01% | 3 |
|
|
2024
Q4 | $12.6M | Buy |
158,914
+7,262
| +5% | +$574K | 4.66% | 3 |
|
|
2024
Q3 | $12.3M | Buy |
+151,652
| New | +$12.3M | 4.67% | 3 |
|