Pineridge 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 | $358K | Buy |
4,248
+83
| +2% | +$6.99K | 0.13% | 33 |
|
|
2025
Q1 | $342K | Sell |
4,165
-39
| -0.9% | -$3.21K | 0.13% | 31 |
|
|
2024
Q4 | $332K | Sell |
4,204
-549
| -12% | -$43.4K | 0.13% | 36 |
|
|
2024
Q3 | $386K | Buy |
4,753
+53
| +1% | +$4.31K | 0.15% | 42 |
|
|
2024
Q2 | $352K | Sell |
4,700
-49
| -1% | -$3.67K | 0.12% | 47 |
|
|
2024
Q1 | $362K | Sell |
4,749
-2,826
| -37% | -$216K | 0.13% | 39 |
|
|
2023
Q4 | $532K | Buy |
+7,575
| New | +$532K | 0.18% | 37 |
|