Triad Wealth Partners’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 Q3	–	Sell	-501	Closed	-$37.5K	–	478
2024 Q2	$37.5K	Buy	+501	New	+$37.5K	0.02%	268