Leo Wealth LLC’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 | $298K | Buy |
+3,534
| New | +$298K | 0.02% | 313 |
|
|
2025
Q1 | – | Sell |
-4,499
| Closed | -$356K | – | 326 |
|
|
2024
Q4 | $356K | Buy |
4,499
+512
| +13% | +$40.5K | 0.03% | 267 |
|
|
2024
Q3 | $324K | Sell |
3,987
-820
| -17% | -$66.6K | 0.03% | 269 |
|
|
2024
Q2 | $358K | Buy |
4,807
+122
| +3% | +$9.1K | 0.04% | 255 |
|
|
2024
Q1 | $357K | Sell |
4,685
-261
| -5% | -$19.9K | 0.04% | 249 |
|
|
2023
Q4 | $365K | Buy |
+4,946
| New | +$365K | 0.04% | 238 |
|