MBL Wealth’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 | $547K | Sell |
6,500
-1,500
| -19% | -$126K | 0.05% | 134 |
|
|
2025
Q1 | $657K | Sell |
8,000
-400
| -5% | -$32.9K | 0.07% | 117 |
|
|
2024
Q4 | $664K | Hold |
8,400
| – | – | 0.07% | 119 |
|
|
2024
Q3 | $683K | Hold |
8,400
| – | – | 0.07% | 115 |
|
|
2024
Q2 | $628K | Hold |
8,400
| – | – | 0.07% | 113 |
|
|
2024
Q1 | $641K | Sell |
8,400
-700
| -8% | -$53.4K | 0.07% | 111 |
|
|
2023
Q4 | $639K | Sell |
9,100
-120
| -1% | -$8.42K | 0.08% | 104 |
|
|
2023
Q3 | $603K | Buy |
9,220
+120
| +1% | +$7.84K | 0.08% | 99 |
|
|
2023
Q2 | $614K | Buy |
+9,100
| New | +$614K | 0.09% | 97 |
|