Lord & Richards Wealth Management’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	-8,908	Closed	-$732K	–	106
2025 Q1	$732K	Sell	8,908 -954	-10%	-$78.4K	0.83%	37
2024 Q4	$779K	Buy	+9,862	New	+$779K	1.64%	19