SWP
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Sagespring Wealth Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Sagespring Wealth Partners’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$265K Hold
3,145
– – 0.01% 617
2025
Q1 		$258K Hold
3,145
– – 0.01% 563
2024
Q4 		$249K Buy
+3,145
New +$249K 0.01% 528