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

SIMA Wealth Partners’s Portfolio IWX Stock Details IWX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$420K	Hold
2025 Q4	$417K	Hold
2025 Q3	$399K	Hold
2025 Q2	$382K	Hold
2025 Q1	$373K	Hold
2024 Q4	$359K	Hold
2024 Q3	$369K	Hold
2024 Q2	$339K	Buy