Spire Wealth Management’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
2026 Q1	$5K	Buy	+54	New	+$5.14K	﹤0.01%	1844
2025 Q2	–	Sell	-1,173	Closed	-$96.4K	–	2474
2025 Q1	$96.4K	Buy	+1,173	New	+$96.5K	﹤0.01%	1051
2024 Q4	–	Sell	-3,086	Closed	-$251K	–	2483
2024 Q3	$251K	Buy	+3,086	New	+$241K	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	$49.5K	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	+$46.1K	﹤0.01%	1745