McKinley Carter Wealth Services’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 | $1.16M | Buy |
13,809
+2,169
| +19% | +$183K | 0.06% | 156 |
|
|
2025
Q1 | $957K | Sell |
11,640
-1,548
| -12% | -$127K | 0.06% | 159 |
|
|
2024
Q4 | $1.04M | Sell |
13,188
-509
| -4% | -$40.2K | 0.06% | 152 |
|
|
2024
Q3 | $1.11M | Sell |
13,697
-648
| -5% | -$52.7K | 0.07% | 150 |
|
|
2024
Q2 | $1.07M | Sell |
14,345
-2,208
| -13% | -$165K | 0.07% | 153 |
|
|
2024
Q1 | $1.26M | Sell |
16,553
-610
| -4% | -$46.6K | 0.08% | 146 |
|
|
2023
Q4 | $1.2M | Sell |
17,163
-22,846
| -57% | -$1.6M | 0.09% | 138 |
|
|
2023
Q3 | $2.62M | Sell |
40,009
-150
| -0.4% | -$9.81K | 0.21% | 88 |
|
|
2023
Q2 | $2.71M | Buy |
40,159
+27
| +0.1% | +$1.82K | 0.2% | 87 |
|
|
2023
Q1 | $2.61M | Sell |
40,132
-7,357
| -15% | -$479K | 0.2% | 86 |
|
|
2022
Q4 | $3.09M | Buy |
+47,489
| New | +$3.09M | 0.26% | 78 |
|