One Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$948 | 0.06% | 142 |
|
|
2024
Q3 | $438K | Sell |
5,394
-192
| -3% | -$15.6K | 0.07% | 149 |
|
|
2024
Q2 | $425K | Sell |
5,586
-638
| -10% | -$48.6K | 0.09% | 123 |
|
|
2024
Q1 | $475K | Hold |
6,224
| – | – | 0.08% | 126 |
|
|
2023
Q4 | $437K | Sell |
6,224
-92
| -1% | -$6.46K | 0.08% | 121 |
|
|
2023
Q3 | $413K | Sell |
6,316
-24
| -0.4% | -$1.57K | 0.09% | 108 |
|
|
2023
Q2 | $428K | Sell |
6,340
-302
| -5% | -$20.4K | 0.09% | 119 |
|
|
2023
Q1 | $432K | Sell |
6,642
-858
| -11% | -$55.9K | 0.1% | 112 |
|
|
2022
Q4 | $487K | Buy |
+7,500
| New | +$487K | 0.11% | 100 |
|