MAI Capital Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Hold |
|
|||||
|
2025
Q1 | $419K | Sell |
|
|||||
|
2024
Q4 | $404K | Buy |
|
|||||
|
2024
Q3 | $410K | Hold |
|
|||||
|
2024
Q2 | $377K | Hold |
|
|||||
|
2024
Q1 | $385K | Hold |
|
|||||
|
2023
Q4 | $354K | Buy |
|
|||||
|
2023
Q3 | $260K | Hold |
|
|||||
|
2023
Q2 | $268K | Hold |
|
|||||
|
2023
Q1 | $259K | Hold |
|
|||||
|
2022
Q4 | $258K | Hold |
|
|||||
|
2022
Q3 | $230K | Hold |
|
|||||
|
2022
Q2 | $246K | Hold |
|
|||||
|
2022
Q1 | $277K | Hold |
|
|||||
|
2021
Q4 | $279K | Hold |
|
|||||
|
2021
Q3 | $261K | Hold |
|
|||||
|
2021
Q2 | $264K | Hold |
|
|||||
|
2021
Q1 | $253K | Buy |
|