McKinley Carter Wealth Services’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
Q3 | $1.2M | Sell |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $957K | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $2.62M | Sell |
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|
2023
Q2 | $2.71M | Buy |
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|
2023
Q1 | $2.61M | Sell |
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|
2022
Q4 | $3.09M | Buy |
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