MBL Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History

MBL Wealth’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$439K	Sell
2025 Q2	$547K	Sell
2025 Q1	$657K	Sell
2024 Q4	$664K	Hold
2024 Q3	$683K	Hold
2024 Q2	$628K	Hold
2024 Q1	$641K	Sell
2023 Q4	$639K	Sell
2023 Q3	$603K	Buy
2023 Q2	$614K	Buy