Integrated Wealth Concepts’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 | $2.65M | Sell |
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|
2025
Q1 | $3.45M | Buy |
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|
2024
Q4 | $3.2M | Sell |
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|
2024
Q3 | $3.41M | Buy |
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|
2024
Q2 | $3.11M | Buy |
|
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|
2024
Q1 | $3.1M | Buy |
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|
2023
Q4 | $2.84M | Buy |
|
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|
2023
Q3 | $2.46M | Sell |
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|
2023
Q2 | $3.64M | Buy |
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|
2023
Q1 | $3.46M | Sell |
|
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|
2022
Q4 | $4.8M | Sell |
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|
2022
Q3 | $4.28M | Buy |
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|
2022
Q2 | $4.03M | Buy |
|