Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-485
| Closed | -$33K | – | 241 |
|
|
2021
Q4 | $33K | Hold |
485
| – | – | 0.02% | 250 |
|
|
2021
Q3 | $34K | Hold |
485
| – | – | 0.02% | 253 |
|
|
2021
Q2 | $33K | Hold |
485
| – | – | 0.02% | 252 |
|
|
2021
Q1 | $31K | Hold |
485
| – | – | 0.02% | 254 |
|
|
2020
Q4 | $28K | Hold |
485
| – | – | 0.02% | 243 |
|
|
2020
Q3 | $26K | Sell |
485
-270
| -36% | -$14.5K | 0.02% | 236 |
|
|
2020
Q2 | $37K | Hold |
755
| – | – | 0.03% | 201 |
|
|
2020
Q1 | $35K | Hold |
755
| – | – | 0.03% | 196 |
|
|
2019
Q4 | $44K | Buy |
+755
| New | +$44K | 0.04% | 177 |
|