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Pine Valley Investments’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Pine Valley Investments’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,193
Closed -$489K – 575
2024
Q4 		$489K Buy
+6,193
New +$508K 0.03% 339

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CCMG
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Lido Advisors
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AWM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
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OPS
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Pine Valley Investments's IWX Position: Q1 2025 in Review

Pine Valley Investments sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2025, closing a stake of 6,193 shares — an estimated $489K sold.

Pine Valley Investments first reported a position in IWX in Q4 2024 and held it in 1 quarter. The position peaked at $489K in Q4 2024. 218 funds tracked by Wall St. Rank hold IWX as of Q1 2025.

  • Pine Valley Investments reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Pine Valley Investments sold 6,193 iShares Russell Top 200 Value ETF shares in Q1 2025, an estimated $489K.
  • Pine Valley Investments first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and held it in 1 quarter.
  • Pine Valley Investments's iShares Russell Top 200 Value ETF position peaked at $489K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2025.

Based on Pine Valley Investments's 13F filing for Q1 2025, filed 17 Feb 2026.