TRUADVICE’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-40,048
| Closed | -$2.68M | – | 206 |
|
|
2021
Q2 | $2.68M | Buy |
40,048
+33,163
| +482% | +$2.22M | 0.59% | 44 |
|
|
2021
Q1 | $456K | Sell |
6,885
-2,143
| -24% | -$142K | 0.14% | 142 |
|
|
2020
Q4 | $517K | Buy |
9,028
+2,068
| +30% | +$118K | 0.16% | 134 |
|
|
2020
Q3 | $362K | Buy |
+6,960
| New | +$362K | 0.15% | 133 |
|