Sigma Planning Corp’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
Sell
-3,194
Closed -$262K 1285
2025
Q1
$262K Buy
+3,194
New +$262K 0.01% 1004
2024
Q4
Sell
-3,856
Closed -$313K 1210
2024
Q3
$313K Buy
+3,856
New +$313K 0.01% 942