Prospera Financial Services’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 | $902K | Sell |
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|
2025
Q2 | $889K | Buy |
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|
2025
Q1 | $704K | Buy |
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|
2024
Q4 | $635K | Buy |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $509K | Hold |
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|
2024
Q1 | $519K | Hold |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $503K | Hold |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $557K | Sell |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $292K | Hold |
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|
2021
Q4 | $294K | Sell |
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|
2021
Q3 | $286K | Sell |
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|
2021
Q2 | $374K | Buy |
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|
2021
Q1 | $341K | Sell |
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|
2020
Q4 | $333K | Hold |
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|
2020
Q3 | $294K | Sell |
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|
2020
Q2 | $301K | Sell |
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|
2020
Q1 | $399K | Buy |
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|
2019
Q4 | $360K | Hold |
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|
2019
Q3 | $337K | Hold |
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|
2019
Q2 | $339K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $279K | Hold |
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|
2018
Q3 | $311K | Sell |
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|
2018
Q2 | $442K | Hold |
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|
2018
Q1 | $442K | Sell |
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|
2017
Q4 | $548K | Sell |
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|
2017
Q3 | $529K | Hold |
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|
2017
Q2 | $508K | Buy |
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