Meridian Wealth Management’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 | $323K | Sell |
3,837
-132
| -3% | -$11.1K | 0.01% | 543 |
|
|
2025
Q1 | $326K | Buy |
3,969
+6
| +0.2% | +$493 | 0.02% | 506 |
|
|
2024
Q4 | $313K | Buy |
3,963
+11
| +0.3% | +$869 | 0.01% | 512 |
|
|
2024
Q3 | $321K | Buy |
+3,952
| New | +$321K | 0.02% | 501 |
|
|
2024
Q2 | – | Sell |
-4,873
| Closed | -$372K | – | 425 |
|
|
2024
Q1 | $372K | Buy |
4,873
+8
| +0.2% | +$611 | 0.06% | 160 |
|
|
2023
Q4 | $341K | Sell |
4,865
-4,829
| -50% | -$339K | 0.02% | 470 |
|
|
2023
Q3 | $634K | Buy |
9,694
+5,228
| +117% | +$342K | 0.04% | 319 |
|
|
2023
Q2 | $301K | Hold |
4,466
| – | – | 0.03% | 438 |
|
|
2023
Q1 | $291K | Hold |
4,466
| – | – | 0.03% | 433 |
|
|
2022
Q4 | $290K | Hold |
4,466
| – | – | 0.03% | 422 |
|
|
2022
Q3 | $258K | Sell |
4,466
-264
| -6% | -$15.3K | 0.03% | 396 |
|
|
2022
Q2 | $292K | Buy |
+4,730
| New | +$292K | 0.02% | 441 |
|