Janney Montgomery Scott’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
3,228
| – | – | ﹤0.01% | 2395 |
|
|
2025
Q1 | $265K | Sell |
3,228
-40
| -1% | -$3.28K | ﹤0.01% | 2375 |
|
|
2024
Q4 | $258K | Hold |
3,268
| – | – | ﹤0.01% | 2401 |
|
|
2024
Q3 | $266K | Sell |
3,268
-115
| -3% | -$9.36K | ﹤0.01% | 2362 |
|
|
2024
Q2 | $253K | Hold |
3,383
| – | – | ﹤0.01% | 2310 |
|
|
2024
Q1 | $258K | Hold |
3,383
| – | – | ﹤0.01% | 2428 |
|
|
2023
Q4 | $237K | Sell |
3,383
-113
| -3% | -$7.92K | ﹤0.01% | 2376 |
|
|
2023
Q3 | $229K | Buy |
+3,496
| New | +$229K | ﹤0.01% | 2305 |
|
|
2022
Q2 | – | Sell |
-3,015
| Closed | -$210K | – | 2384 |
|
|
2022
Q1 | $210K | Hold |
3,015
| – | – | ﹤0.01% | 2065 |
|
|
2021
Q4 | $211K | Buy |
+3,015
| New | +$211K | ﹤0.01% | 2207 |
|
|
2021
Q3 | – | Sell |
-3,015
| Closed | -$200K | – | 2334 |
|
|
2021
Q2 | $200K | Buy |
+3,015
| New | +$200K | ﹤0.01% | 2139 |
|