Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.48M | Buy |
42,810
+8,359
| +24% | +$679K | ﹤0.01% | 1428 |
|
|
2024
Q2 | $2.58M | Sell |
34,451
-2,938
| -8% | -$220K | ﹤0.01% | 1526 |
|
|
2024
Q1 | $2.85M | Buy |
37,389
+6,146
| +20% | +$469K | ﹤0.01% | 1450 |
|
|
2023
Q4 | $2.19M | Sell |
31,243
-493
| -2% | -$34.6K | ﹤0.01% | 1522 |
|
|
2023
Q3 | $2.07M | Buy |
31,736
+73
| +0.2% | +$4.77K | ﹤0.01% | 1488 |
|
|
2023
Q2 | $2.14M | Sell |
31,663
-1,391
| -4% | -$93.8K | ﹤0.01% | 1474 |
|
|
2023
Q1 | $2.15M | Buy |
33,054
+590
| +2% | +$38.4K | ﹤0.01% | 1449 |
|
|
2022
Q4 | $2.11M | Sell |
32,464
-1,675
| -5% | -$109K | ﹤0.01% | 1409 |
|
|
2022
Q3 | $1.97M | Sell |
34,139
-1,025
| -3% | -$59.1K | ﹤0.01% | 1430 |
|
|
2022
Q2 | $2.17M | Buy |
35,164
+1,560
| +5% | +$96.4K | ﹤0.01% | 1393 |
|
|
2022
Q1 | $2.34M | Buy |
33,604
+309
| +0.9% | +$21.5K | ﹤0.01% | 1398 |
|
|
2021
Q4 | $2.33M | Buy |
33,295
+6,647
| +25% | +$466K | ﹤0.01% | 1435 |
|
|
2021
Q3 | $1.75M | Buy |
26,648
+3,456
| +15% | +$227K | ﹤0.01% | 1569 |
|
|
2021
Q2 | $1.54M | Buy |
23,192
+4,576
| +25% | +$304K | ﹤0.01% | 1654 |
|
|
2021
Q1 | $1.19M | Buy |
18,616
+1,130
| +6% | +$72K | ﹤0.01% | 1726 |
|
|
2020
Q4 | $1.01M | Buy |
17,486
+7,871
| +82% | +$456K | ﹤0.01% | 1694 |
|
|
2020
Q3 | $491K | Sell |
9,615
-1,266
| -12% | -$64.7K | ﹤0.01% | 1970 |
|
|
2020
Q2 | $531K | Buy |
10,881
+3,003
| +38% | +$147K | ﹤0.01% | 1886 |
|
|
2020
Q1 | $347K | Sell |
7,878
-17,154
| -69% | -$756K | ﹤0.01% | 1755 |
|
|
2019
Q4 | $1.47M | Buy |
+25,032
| New | +$1.47M | ﹤0.01% | 1336 |
|