Meridian Wealth Management’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
Q2 | $323K | Sell |
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|
2025
Q1 | $326K | Buy |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $321K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $634K | Buy |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $290K | Hold |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $292K | Buy |
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