Spire Wealth Management’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 | – | Sell |
-1,173
| Closed | -$96.4K | – | 2474 |
|
|
2025
Q1 | $96.4K | Buy |
+1,173
| New | +$96.4K | ﹤0.01% | 1051 |
|
|
2024
Q4 | – | Sell |
-3,086
| Closed | -$251K | – | 2483 |
|
|
2024
Q3 | $251K | Buy |
+3,086
| New | +$251K | 0.01% | 680 |
|
|
2024
Q2 | – | Sell |
-758
| Closed | -$57.9K | – | 2308 |
|
|
2024
Q1 | $57.9K | Hold |
758
| – | – | ﹤0.01% | 1165 |
|
|
2023
Q4 | $53.1K | Hold |
758
| – | – | ﹤0.01% | 1188 |
|
|
2023
Q3 | $49.6K | Hold |
758
| – | – | ﹤0.01% | 1171 |
|
|
2023
Q2 | $51.1K | Hold |
758
| – | – | ﹤0.01% | 1188 |
|
|
2023
Q1 | $49.3K | Hold |
758
| – | – | ﹤0.01% | 1211 |
|
|
2022
Q4 | $49K | Hold |
758
| – | – | ﹤0.01% | 998 |
|
|
2022
Q3 | $44K | Hold |
758
| – | – | ﹤0.01% | 995 |
|
|
2022
Q2 | $47K | Hold |
758
| – | – | ﹤0.01% | 1314 |
|
|
2022
Q1 | $53K | Hold |
758
| – | – | ﹤0.01% | 1429 |
|
|
2021
Q4 | $53K | Hold |
758
| – | – | ﹤0.01% | 1695 |
|
|
2021
Q3 | $50K | Hold |
758
| – | – | ﹤0.01% | 1476 |
|
|
2021
Q2 | $50K | Hold |
758
| – | – | ﹤0.01% | 1486 |
|
|
2021
Q1 | $48K | Buy |
+758
| New | +$48K | ﹤0.01% | 1745 |
|