Silverlake Wealth Management’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
2026 Q1	$328K	Buy	3,540 +22	+0.6%	+$2.09K	0.07%	269
2025 Q4	$323K	Buy	3,518 +1	+0%	+$90	0.07%	253
2025 Q3	$309K	Sell	3,517 -2	-0.1%	-$172	0.08%	254
2025 Q2	$296K	Sell	3,519 -803	-19%	-$64.6K	0.09%	241
2025 Q1	$355K	Sell	4,322 -6	-0.1%	-$494	0.14%	167
2024 Q4	$342K	Sell	4,328 -6	-0.1%	-$492	0.13%	173
2024 Q3	$352K	Buy	4,334 +84	+2%	+$6.55K	0.14%	184
2024 Q2	$318K	Hold	4,250	–	–	0.13%	183
2024 Q1	$324K	Hold	4,250	–	–	0.17%	158
2023 Q4	$298K	Hold	4,250	–	–	0.16%	159
2023 Q3	$278K	Hold	4,250	–	–	0.16%	170
2023 Q2	$287K	Hold	4,250	–	–	0.16%	154
2023 Q1	$277K	Hold	4,250	–	–	0.17%	153
2022 Q4	$276K	Hold	4,250	–	–	0.17%	150
2022 Q3	$245K	Hold	4,250	–	–	0.17%	152
2022 Q2	$263K	Hold	4,250	–	–	0.17%	152
2022 Q1	$296K	Hold	4,250	–	–	0.17%	155
2021 Q4	$298K	Buy	+4,250	New	+$291K	0.16%	152