One Wealth Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$237K	Hold	2,556	–	–	0.03%	275
2025 Q4	$235K	Sell	2,556 -2,038	-44%	-$183K	0.03%	269
2025 Q3	$404K	Hold	4,594	–	–	0.05%	196
2025 Q2	$387K	Hold	4,594	–	–	0.05%	190
2025 Q1	$377K	Sell	4,594 -788	-15%	-$64.8K	0.06%	181
2024 Q4	$425K	Sell	5,382 -12	-0.2%	-$984	0.06%	142
2024 Q3	$438K	Sell	5,394 -192	-3%	-$15K	0.07%	149
2024 Q2	$425K	Sell	5,586 -638	-10%	-$47.7K	0.09%	123
2024 Q1	$475K	Hold	6,224	–	–	0.08%	126
2023 Q4	$437K	Sell	6,224 -92	-1%	-$6.1K	0.08%	121
2023 Q3	$413K	Sell	6,316 -24	-0.4%	-$1.63K	0.09%	108
2023 Q2	$428K	Sell	6,340 -302	-5%	-$19.9K	0.09%	119
2023 Q1	$432K	Sell	6,642 -858	-11%	-$56.3K	0.1%	112
2022 Q4	$487K	Buy	+7,500	New	+$479K	0.11%	100