LifePlan 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
2020
Q3
$32K Hold
627
0.01% 287
2020
Q2
$31K Hold
627
0.01% 284
2020
Q1
$28K Buy
627
+84
+15% +$3.75K 0.02% 281
2019
Q4
$32K Buy
+543
New +$32K 0.01% 295