SMART 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 | $567K | Sell |
6,729
-35
| -0.5% | -$2.95K | 0.18% | 100 |
|
|
2025
Q1 | $556K | Buy |
6,764
+273
| +4% | +$22.4K | 0.2% | 94 |
|
|
2024
Q4 | $513K | Buy |
6,491
+2,065
| +47% | +$163K | 0.18% | 103 |
|
|
2024
Q3 | $360K | Buy |
+4,426
| New | +$360K | 0.14% | 106 |
|
|
2023
Q2 | – | Sell |
-3,563
| Closed | -$232K | – | 83 |
|
|
2023
Q1 | $232K | Sell |
3,563
-1,107
| -24% | -$72.1K | 0.2% | 67 |
|
|
2022
Q4 | $303K | Buy |
+4,670
| New | +$303K | 0.23% | 65 |
|