Pacific Financial Group’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
Q3 | $209K | Sell |
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|
2025
Q2 | $208K | Buy |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $277K | Sell |
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|
2024
Q2 | $278K | Buy |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $267K | Buy |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $303K | Sell |
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|
2021
Q3 | $293K | Sell |
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|
2021
Q2 | $321K | Sell |
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|
2021
Q1 | $356K | Sell |
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|
2020
Q4 | $324K | Sell |
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|
2020
Q3 | $288K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $23.7M | Sell |
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|
2019
Q3 | $27.4M | Buy |
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|
2019
Q2 | $26.2M | Hold |
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|
2019
Q1 | $26.2M | Buy |
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|
2018
Q4 | $21.7M | Buy |
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