Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $23K | Hold |
329
| – | – | ﹤0.01% | 1826 |
|
|
2021
Q3 | $22K | Buy |
329
+20
| +6% | +$1.34K | ﹤0.01% | 1762 |
|
|
2021
Q2 | $21K | Buy |
+309
| New | +$21K | ﹤0.01% | 1726 |
|
|
2014
Q4 | – | Sell |
-270
| Closed | -$12K | – | 2120 |
|
|
2014
Q3 | $12K | Hold |
270
| – | – | ﹤0.01% | 1671 |
|
|
2014
Q2 | $11K | Buy |
+270
| New | +$11K | 0.01% | 766 |
|