LifePlan Investment Advisors’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 | – | Sell |
-2,852
| Closed | -$234K | – | 108 |
|
|
2025
Q1 | $234K | Sell |
2,852
-92
| -3% | -$7.56K | 0.13% | 96 |
|
|
2024
Q4 | $233K | Buy |
2,944
+71
| +2% | +$5.61K | 0.14% | 89 |
|
|
2024
Q3 | $233K | Buy |
2,873
+27
| +0.9% | +$2.19K | 0.15% | 83 |
|
|
2024
Q2 | $213K | Buy |
2,846
+24
| +0.9% | +$1.8K | 0.15% | 83 |
|
|
2024
Q1 | $215K | Buy |
+2,822
| New | +$215K | 0.17% | 77 |
|