MAWCM
Mine & Arao Wealth Creation & Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$38.2K | – | 225 |
|
|
2024
Q1 | $38.2K | Hold |
500
| – | – | 0.02% | 155 |
|
|
2023
Q4 | $35.1K | Hold |
500
| – | – | 0.02% | 156 |
|
|
2023
Q3 | $32.7K | Hold |
500
| – | – | 0.02% | 151 |
|
|
2023
Q2 | $33.7K | Sell |
500
-2
| -0.4% | -$135 | 0.02% | 159 |
|
|
2023
Q1 | $32.7K | Hold |
502
| – | – | 0.02% | 161 |
|
|
2022
Q4 | $32.6K | Hold |
502
| – | – | 0.02% | 155 |
|
|
2022
Q3 | $29K | Hold |
502
| – | – | 0.02% | 156 |
|
|
2022
Q2 | $31K | Buy |
502
+2
| +0.4% | +$124 | 0.02% | 162 |
|
|
2022
Q1 | $35K | Hold |
500
| – | – | 0.02% | 168 |
|
|
2021
Q4 | $35K | Hold |
500
| – | – | 0.02% | 173 |
|
|
2021
Q3 | $33K | Hold |
500
| – | – | 0.02% | 172 |
|
|
2021
Q2 | $33K | Hold |
500
| – | – | 0.02% | 166 |
|
|
2021
Q1 | $32K | Buy |
500
+46
| +10% | +$2.94K | 0.02% | 157 |
|
|
2020
Q4 | $26K | Hold |
454
| – | – | 0.02% | 164 |
|
|
2020
Q3 | $23K | Buy |
+454
| New | +$23K | 0.02% | 157 |
|