True Link Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,718
| Closed | -$897K | – | 84 |
|
|
2023
Q3 | $897K | Hold |
13,718
| – | – | 0.11% | 58 |
|
|
2023
Q2 | $925K | Sell |
13,718
-6,732
| -33% | -$454K | 0.11% | 56 |
|
|
2023
Q1 | $1.33M | Sell |
20,450
-1,604
| -7% | -$104K | 0.17% | 44 |
|
|
2022
Q4 | $1.43M | Hold |
22,054
| – | – | 0.19% | 40 |
|
|
2022
Q3 | $1.27M | Buy |
+22,054
| New | +$1.27M | 0.18% | 46 |
|