MWM
Maripau Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
3,510
-97
| -3% | -$8.17K | 0.15% | 123 |
|
|
2025
Q1 | $296K | Sell |
3,607
-175
| -5% | -$14.4K | 0.17% | 104 |
|
|
2024
Q4 | $299K | Buy |
+3,782
| New | +$299K | 0.18% | 108 |
|
|
2024
Q3 | – | Sell |
-5,309
| Closed | -$397K | – | 91 |
|
|
2024
Q2 | $397K | Sell |
5,309
-1,573
| -23% | -$118K | 0.27% | 76 |
|
|
2024
Q1 | $525K | Sell |
6,882
-558
| -8% | -$42.6K | 0.39% | 57 |
|
|
2023
Q4 | $522K | Sell |
7,440
-800
| -10% | -$56.1K | 0.45% | 51 |
|
|
2023
Q3 | $539K | Sell |
8,240
-1,578
| -16% | -$103K | 0.5% | 49 |
|
|
2023
Q2 | $662K | Sell |
9,818
-1,491
| -13% | -$101K | 0.59% | 41 |
|
|
2023
Q1 | $736K | Sell |
11,309
-944
| -8% | -$61.5K | 0.77% | 31 |
|
|
2022
Q4 | $803K | Sell |
12,253
-614
| -5% | -$40.2K | 0.84% | 29 |
|
|
2022
Q3 | $821K | Sell |
12,867
-3,202
| -20% | -$204K | 0.89% | 30 |
|
|
2022
Q2 | $1.05M | Sell |
16,069
-1,644
| -9% | -$107K | 1.13% | 23 |
|
|
2022
Q1 | $1.2M | Sell |
17,713
-2,449
| -12% | -$166K | 1.09% | 22 |
|
|
2021
Q4 | $1.41M | Buy |
+20,162
| New | +$1.41M | 1.33% | 19 |
|