Mason & Associates (California)’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 | $709K | Hold |
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|
2025
Q1 | $692K | Sell |
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|
2024
Q4 | $675K | Hold |
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|
2024
Q3 | $694K | Hold |
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|
2024
Q2 | $639K | Hold |
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|
2024
Q1 | $652K | Sell |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $22.7M | Sell |
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|
2023
Q2 | $24.5M | Sell |
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|
2023
Q1 | $24.1M | Sell |
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|
2022
Q4 | $24.3M | Sell |
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|
2022
Q3 | $22.1M | Buy |
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|
2022
Q2 | $23.6M | Buy |
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|
2022
Q1 | $15.9M | Buy |
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|
2021
Q4 | $15.9M | Buy |
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