Simplicity Wealth’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 | $15.5M | Buy |
183,593
+84,639
| +86% | +$7.13M | 0.64% | 28 |
|
|
2025
Q1 | $8.13M | Buy |
98,954
+87,020
| +729% | +$7.15M | 0.63% | 28 |
|
|
2024
Q4 | $943K | Sell |
11,934
-85,715
| -88% | -$6.77M | 0.2% | 95 |
|
|
2024
Q3 | $7.94M | Sell |
97,649
-2,304
| -2% | -$187K | 0.74% | 27 |
|
|
2024
Q2 | $7.48M | Sell |
99,953
-81,204
| -45% | -$6.08M | 0.17% | 123 |
|
|
2024
Q1 | $13.8M | Buy |
181,157
+13,528
| +8% | +$1.03M | 0.33% | 56 |
|
|
2023
Q4 | $11.8M | Sell |
167,629
-9,341
| -5% | -$655K | 4.55% | 4 |
|
|
2023
Q3 | $11.6M | Buy |
176,970
+1,632
| +0.9% | +$107K | 6.77% | 3 |
|
|
2023
Q2 | $11.8M | Sell |
175,338
-4,305
| -2% | -$290K | 7.35% | 3 |
|
|
2023
Q1 | $11.7M | Buy |
179,643
+41,367
| +30% | +$2.69M | 7.78% | 3 |
|
|
2022
Q4 | $8.98M | Buy |
138,276
+134,009
| +3,141% | +$8.71M | 7.93% | 3 |
|
|
2022
Q3 | $246K | Buy |
+4,267
| New | +$246K | 0.33% | 63 |
|