Surience Private 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
2024 Q2	–	Sell	-104,933	Closed	-$8.01M	–	34
2024 Q1	$8.01M	Buy	+104,933	New	+$8.01M	7.58%	4