M&R Capital 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
2024 Q3	$10.1K	Hold	124	–	–	﹤0.01%	392
2024 Q2	$9.28K	Hold	124	–	–	﹤0.01%	379
2024 Q1	$9.46K	Hold	124	–	–	﹤0.01%	370
2023 Q4	$8.7K	Hold	124	–	–	﹤0.01%	417
2023 Q3	$8.11K	Hold	124	–	–	﹤0.01%	408
2023 Q2	$8.36K	Hold	124	–	–	﹤0.01%	407
2023 Q1	$8.07K	Hold	124	–	–	﹤0.01%	398
2022 Q4	$8.06K	Hold	124	–	–	﹤0.01%	374
2022 Q3	$7K	Hold	124	–	–	﹤0.01%	354
2022 Q2	$7K	Hold	124	–	–	﹤0.01%	353
2022 Q1	$8K	Buy	124 +5	+4%	+$323	﹤0.01%	351
2021 Q4	$8K	Hold	119	–	–	﹤0.01%	344
2021 Q3	$7K	Hold	119	–	–	﹤0.01%	351
2021 Q2	$7K	Hold	119	–	–	﹤0.01%	349
2021 Q1	$7K	Hold	119	–	–	﹤0.01%	348
2020 Q4	$6K	Hold	119	–	–	﹤0.01%	375
2020 Q3	$6K	Hold	119	–	–	﹤0.01%	390
2020 Q2	$5K	Hold	119	–	–	﹤0.01%	404
2020 Q1	$5K	Hold	119	–	–	﹤0.01%	395
2019 Q4	$6K	Hold	119	–	–	﹤0.01%	419
2019 Q3	$6K	Hold	119	–	–	﹤0.01%	429
2019 Q2	$6K	Hold	119	–	–	﹤0.01%	433
2019 Q1	$6K	Hold	119	–	–	﹤0.01%	435
2018 Q4	$5K	Hold	119	–	–	﹤0.01%	446
2018 Q3	$6K	Hold	119	–	–	﹤0.01%	463
2018 Q2	$6K	Hold	119	–	–	﹤0.01%	456
2018 Q1	$6K	Hold	119	–	–	﹤0.01%	463
2017 Q4	$6K	Hold	119	–	–	﹤0.01%	471
2017 Q3	$5K	Hold	119	–	–	﹤0.01%	488
2017 Q2	$5K	Hold	119	–	–	﹤0.01%	483
2017 Q1	$5K	Hold	119	–	–	﹤0.01%	487
2016 Q4	$5K	Hold	119	–	–	﹤0.01%	482
2016 Q3	$5K	Hold	119	–	–	﹤0.01%	470
2016 Q2	$5K	Buy	+119	New	+$5K	﹤0.01%	462