Peterson Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.43M | Sell |
17,565
-1,601
| -8% | -$130K | 5.49% | 2 |
|
|
2024
Q2 | $1.43M | Sell |
19,166
-659
| -3% | -$49.3K | 8.74% | 2 |
|
|
2024
Q1 | $1.51M | Sell |
19,825
-847
| -4% | -$64.6K | 9.87% | 2 |
|
|
2023
Q4 | $1.45M | Buy |
20,672
+3,118
| +18% | +$219K | 9.52% | 2 |
|
|
2023
Q3 | $1.15M | Sell |
17,554
-234
| -1% | -$15.3K | 11.41% | 2 |
|
|
2023
Q2 | $1.2M | Buy |
17,788
+179
| +1% | +$12.1K | 11% | 2 |
|
|
2023
Q1 | $1.15M | Sell |
17,609
-4,855
| -22% | -$316K | 11.54% | 2 |
|
|
2022
Q4 | $1.46M | Sell |
22,464
-1,647
| -7% | -$107K | 1.93% | 15 |
|
|
2022
Q3 | $1.39M | Sell |
24,111
-1,890
| -7% | -$109K | 1.35% | 31 |
|
|
2022
Q2 | $1.61M | Sell |
26,001
-1,944
| -7% | -$120K | 1.51% | 31 |
|
|
2022
Q1 | $1.95M | Sell |
27,945
-1,750
| -6% | -$122K | 1.61% | 20 |
|
|
2021
Q4 | $2.08M | Buy |
+29,695
| New | +$2.08M | 1.7% | 17 |
|