J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $410K | Buy |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $397K | Buy |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $285K | Buy |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $305K | Buy |
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