OLVIG
Oliver Lagore Vanvalin Investment Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Buy |
+1,596
| New | +$131K | 0.05% | 166 |
|
|
2024
Q4 | $113K | Sell |
1,425
-439
| -24% | -$34.7K | 0.03% | 167 |
|
|
2024
Q3 | $151K | Sell |
1,864
-419
| -18% | -$34.1K | 0.04% | 140 |
|
|
2024
Q2 | $171K | Sell |
2,283
-13
| -0.6% | -$973 | 0.05% | 128 |
|
|
2024
Q1 | $175K | Sell |
2,296
-1,431
| -38% | -$109K | 0.05% | 131 |
|
|
2023
Q4 | $262K | Sell |
3,727
-6,709
| -64% | -$471K | 0.1% | 97 |
|
|
2023
Q3 | $682K | Sell |
10,436
-21,497
| -67% | -$1.41M | 0.27% | 56 |
|
|
2023
Q2 | $2.15M | Buy |
+31,933
| New | +$2.15M | 0.79% | 22 |
|