Mason & Associates (Virginia)’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	-2,548	Closed	-$209K	–	43
2025 Q1	$209K	Hold	2,548	–	–	0.06%	39
2024 Q4	$201K	Sell	2,548 -1,114	-30%	-$88K	0.06%	39
2024 Q3	$298K	Hold	3,662	–	–	0.09%	35
2024 Q2	$274K	Buy	+3,662	New	+$274K	0.09%	35