OneDigital Investment 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 | $470K | Sell |
5,583
-188
| -3% | -$15.8K | 0.01% | 926 |
|
|
2025
Q1 | $474K | Buy |
5,771
+183
| +3% | +$15K | 0.01% | 882 |
|
|
2024
Q4 | $442K | Sell |
5,588
-267
| -5% | -$21.1K | 0.01% | 939 |
|
|
2024
Q3 | $476K | Buy |
5,855
+253
| +5% | +$20.6K | 0.01% | 956 |
|
|
2024
Q2 | $419K | Buy |
5,602
+1,535
| +38% | +$115K | 0.01% | 974 |
|
|
2024
Q1 | $310K | Sell |
4,067
-378
| -9% | -$28.8K | ﹤0.01% | 899 |
|
|
2023
Q4 | $312K | Sell |
4,445
-10,586
| -70% | -$743K | 0.01% | 895 |
|
|
2023
Q3 | $983K | Sell |
15,031
-4,617
| -23% | -$302K | 0.02% | 426 |
|
|
2023
Q2 | $1.33M | Buy |
19,648
+36
| +0.2% | +$2.43K | 0.03% | 353 |
|
|
2023
Q1 | $1.28M | Sell |
19,612
-707
| -3% | -$46K | 0.03% | 348 |
|
|
2022
Q4 | $1.32M | Buy |
20,319
+14,169
| +230% | +$921K | 0.04% | 310 |
|
|
2022
Q3 | $355K | Buy |
+6,150
| New | +$355K | 0.01% | 552 |
|