JF
JSF Financial’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 | $21.6M | Buy |
256,923
+2,625
| +1% | +$221K | 5.14% | 5 |
|
|
2025
Q1 | $20.9M | Buy |
254,298
+242,645
| +2,082% | +$19.9M | 5.51% | 5 |
|
|
2024
Q4 | $921K | Buy |
+11,653
| New | +$921K | 0.25% | 59 |
|
|
2022
Q3 | – | Sell |
-18,010
| Closed | -$1.11M | – | 107 |
|
|
2022
Q2 | $1.11M | Buy |
+18,010
| New | +$1.11M | 0.5% | 35 |
|