IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,103
| Closed | -$515K | – | 3923 |
|
|
2022
Q4 | $515K | Hold |
10,103
| – | – | 0.01% | 884 |
|
|
2022
Q3 | $515K | Hold |
10,103
| – | – | 0.01% | 919 |
|
|
2022
Q2 | $515K | Hold |
10,103
| – | – | 0.02% | 837 |
|
|
2022
Q1 | $515K | Buy |
+10,103
| New | +$515K | 0.02% | 837 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$9K | – | 2862 |
|
|
2018
Q4 | $9K | Buy |
200
+100
| +100% | +$4.5K | ﹤0.01% | 2519 |
|
|
2018
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 3164 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 3205 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3172 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 3169 |
|
|
2017
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 3354 |
|
|
2017
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 3365 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3259 |
|
|
2016
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 3272 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 3313 |
|
|
2016
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 3232 |
|