Laird Norton Wetherby Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,880
| Closed | -$344K | – | 717 |
|
|
2019
Q4 | $344K | Hold |
5,880
| – | – | 0.03% | 497 |
|
|
2019
Q3 | $322K | Hold |
5,880
| – | – | 0.03% | 525 |
|
|
2019
Q2 | $318K | Hold |
5,880
| – | – | 0.03% | 517 |
|
|
2019
Q1 | $309K | Hold |
5,880
| – | – | 0.04% | 502 |
|
|
2018
Q4 | $281K | Hold |
5,880
| – | – | 0.04% | 486 |
|
|
2018
Q3 | $314K | Hold |
5,880
| – | – | 0.04% | 488 |
|
|
2018
Q2 | $299K | Buy |
+5,880
| New | +$299K | 0.04% | 470 |
|