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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $96.4K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $251K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $57.9K | Hold |
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|
2023
Q4 | $53.1K | Hold |
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|
2023
Q3 | $49.5K | Hold |
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|
2023
Q2 | $51.1K | Hold |
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|
2023
Q1 | $49.3K | Hold |
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|
2022
Q4 | $49K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $53K | Hold |
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|
2021
Q4 | $53K | Hold |
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|
2021
Q3 | $50K | Hold |
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|
2021
Q2 | $50K | Hold |
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|
2021
Q1 | $48K | Buy |
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