Kingdom Financial Group’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 | $7.32M | Sell |
86,942
-66,853
| -43% | -$5.63M | 6.4% | 3 |
|
|
2025
Q1 | $12.6M | Sell |
153,795
-9,096
| -6% | -$748K | 9.26% | 3 |
|
|
2024
Q4 | $12.9M | Sell |
162,891
-4,925
| -3% | -$389K | 8.8% | 3 |
|
|
2024
Q3 | $13.6M | Sell |
167,816
-872
| -0.5% | -$70.9K | 10.19% | 2 |
|
|
2024
Q2 | $12.6M | Buy |
168,688
+15,304
| +10% | +$1.15M | 8.54% | 3 |
|
|
2024
Q1 | $11.7M | Buy |
153,384
+54,999
| +56% | +$4.2M | 8.23% | 3 |
|
|
2023
Q4 | $6.9M | Sell |
98,385
-3,662
| -4% | -$257K | 6.02% | 3 |
|
|
2023
Q3 | $6.67M | Sell |
102,047
-813
| -0.8% | -$53.1K | 6.28% | 3 |
|
|
2023
Q2 | $6.94M | Buy |
+102,860
| New | +$6.94M | 6.8% | 3 |
|