Kestra Private Wealth Services’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
Q3 | $15.3M | Buy |
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|
2025
Q2 | $14.2M | Buy |
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|
2025
Q1 | $12.6M | Buy |
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|
2024
Q4 | $11.8M | Buy |
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|
2024
Q3 | $11.8M | Buy |
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|
2024
Q2 | $10.5M | Buy |
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|
2024
Q1 | $10.6M | Buy |
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|
2023
Q4 | $9.67M | Buy |
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|
2023
Q3 | $8.37M | Buy |
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|
2023
Q2 | $8.35M | Buy |
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|
2023
Q1 | $7.35M | Buy |
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|
2022
Q4 | $3.92M | Buy |
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|
2022
Q3 | $2.64M | Buy |
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|
2022
Q2 | $2.26M | Buy |
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|
2022
Q1 | $1.84M | Sell |
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|
2021
Q4 | $2.24M | Buy |
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|
2021
Q3 | $586K | Buy |
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