SW
SVB Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.8M | Buy |
+532,559
| New | +$44.8M | 2.4% | 7 |
|
|
2025
Q1 | – | Sell |
-717,934
| Closed | -$56.7M | – | 1647 |
|
|
2024
Q4 | $56.7M | Buy |
717,934
+480,181
| +202% | +$37.9M | 1.06% | 10 |
|
|
2024
Q3 | $19.3M | Sell |
237,753
-341,441
| -59% | -$27.7M | 16.44% | 3 |
|
|
2024
Q2 | $43.3M | Buy |
579,194
+97,403
| +20% | +$7.29M | 1.07% | 13 |
|
|
2024
Q1 | $36.8M | Buy |
481,791
+236,257
| +96% | +$18M | 0.82% | 20 |
|
|
2023
Q4 | $17.2M | Buy |
245,534
+233,898
| +2,010% | +$16.4M | 0.42% | 57 |
|
|
2023
Q3 | $761K | Buy |
+11,636
| New | +$761K | 0.02% | 360 |
|