Moneywise Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,140
| Closed | -$219K | – | 56 |
|
|
2022
Q1 | $219K | Buy |
3,140
+6
| +0.2% | +$418 | 0.14% | 50 |
|
|
2021
Q4 | $220K | Buy |
3,134
+22
| +0.7% | +$1.54K | 0.14% | 51 |
|
|
2021
Q3 | $204K | Buy |
3,112
+10
| +0.3% | +$656 | 0.13% | 48 |
|
|
2021
Q2 | $206K | Buy |
+3,102
| New | +$206K | 0.14% | 50 |
|
|
2019
Q3 | – | Sell |
-4,358
| Closed | -$236K | – | 40 |
|
|
2019
Q2 | $236K | Sell |
4,358
-1,346
| -24% | -$72.9K | 0.18% | 38 |
|
|
2019
Q1 | $288K | Sell |
5,704
-5
| -0.1% | -$252 | 0.25% | 29 |
|
|
2018
Q4 | $273K | Buy |
5,709
+75
| +1% | +$3.59K | 0.26% | 28 |
|
|
2018
Q3 | $301K | Sell |
5,634
-70
| -1% | -$3.74K | 0.25% | 31 |
|
|
2018
Q2 | $290K | Hold |
5,704
| – | – | 0.25% | 31 |
|
|
2018
Q1 | $288K | Sell |
5,704
-516
| -8% | -$26.1K | 0.24% | 29 |
|
|
2017
Q4 | $326K | Sell |
6,220
-36
| -0.6% | -$1.89K | 0.24% | 26 |
|
|
2017
Q3 | $313K | Sell |
6,256
-206
| -3% | -$10.3K | 0.25% | 25 |
|
|
2017
Q2 | $316K | Hold |
6,462
| – | – | 0.27% | 28 |
|
|
2017
Q1 | $311K | Buy |
6,462
+36
| +0.6% | +$1.73K | 0.28% | 26 |
|
|
2016
Q4 | $302K | Sell |
6,426
-40
| -0.6% | -$1.88K | 0.3% | 24 |
|
|
2016
Q3 | $286K | Buy |
+6,466
| New | +$286K | 0.3% | 22 |
|