Simplicity Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.26M | Sell |
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|
2025
Q2 | $15.5M | Buy |
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|
2025
Q1 | $8.13M | Buy |
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|
2024
Q4 | $943K | Sell |
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|
2024
Q3 | $7.94M | Sell |
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|
2024
Q2 | $7.48M | Sell |
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|
2024
Q1 | $13.8M | Buy |
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|
2023
Q4 | $11.8M | Sell |
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|
2023
Q3 | $11.6M | Buy |
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|
2023
Q2 | $11.8M | Sell |
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|
2023
Q1 | $11.7M | Buy |
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|
2022
Q4 | $8.98M | Buy |
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|
2022
Q3 | $246K | Buy |
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