Tucker Asset Management’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 |
-1,235
| Closed | -$94.3K | – | 1737 |
|
|
2024
Q1 | $94.3K | Buy |
1,235
+951
| +335% | +$72.6K | 0.02% | 301 |
|
|
2023
Q4 | $19.9K | Buy |
284
+227
| +398% | +$15.9K | 0.01% | 535 |
|
|
2023
Q3 | $3.73K | Hold |
57
| – | – | ﹤0.01% | 895 |
|
|
2023
Q2 | $3.84K | Hold |
57
| – | – | ﹤0.01% | 735 |
|
|
2023
Q1 | $3.71K | Hold |
57
| – | – | ﹤0.01% | 766 |
|
|
2022
Q4 | $3.71K | Hold |
57
| – | – | ﹤0.01% | 482 |
|
|
2022
Q3 | $3.64K | Hold |
57
| – | – | ﹤0.01% | 488 |
|
|
2022
Q2 | $3.52K | Sell |
57
-138
| -71% | -$8.53K | ﹤0.01% | 381 |
|
|
2022
Q1 | $13.6K | Buy |
195
+95
| +95% | +$6.62K | ﹤0.01% | 198 |
|
|
2021
Q4 | $7.02K | Hold |
100
| – | – | ﹤0.01% | 277 |
|
|
2021
Q3 | $6.89K | Buy |
+100
| New | +$6.89K | ﹤0.01% | 216 |
|