OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Sell |
|
|||||
|
2025
Q1 | $474K | Buy |
|
|||||
|
2024
Q4 | $442K | Sell |
|
|||||
|
2024
Q3 | $476K | Buy |
|
|||||
|
2024
Q2 | $419K | Buy |
|
|||||
|
2024
Q1 | $310K | Sell |
|
|||||
|
2023
Q4 | $312K | Sell |
|
|||||
|
2023
Q3 | $983K | Sell |
|
|||||
|
2023
Q2 | $1.33M | Buy |
|
|||||
|
2023
Q1 | $1.28M | Sell |
|
|||||
|
2022
Q4 | $1.32M | Buy |
|
|||||
|
2022
Q3 | $355K | Buy |
|