Venture Visionary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
14,949
+36
| +0.2% | +$3.03K | 0.05% | 260 |
|
|
2025
Q1 | $1.23M | Buy |
14,913
+27
| +0.2% | +$2.22K | 0.05% | 255 |
|
|
2024
Q4 | $1.18M | Buy |
14,886
+49
| +0.3% | +$3.87K | 0.05% | 254 |
|
|
2024
Q3 | $1.21M | Buy |
14,837
+34
| +0.2% | +$2.76K | 0.05% | 255 |
|
|
2024
Q2 | $1.11M | Buy |
14,803
+34
| +0.2% | +$2.54K | 0.05% | 260 |
|
|
2024
Q1 | $1.13M | Buy |
14,769
+34
| +0.2% | +$2.6K | 0.05% | 261 |
|
|
2023
Q4 | $1.03M | Buy |
14,735
+98
| +0.7% | +$6.88K | 0.05% | 252 |
|
|
2023
Q3 | $957K | Hold |
14,637
| – | – | 0.06% | 247 |
|
|
2023
Q2 | $987K | Sell |
14,637
-546
| -4% | -$36.8K | 0.06% | 245 |
|
|
2023
Q1 | $988K | Buy |
15,183
+14
| +0.1% | +$911 | 0.06% | 240 |
|
|
2022
Q4 | $986K | Sell |
15,169
-38
| -0.2% | -$2.47K | 0.07% | 216 |
|
|
2022
Q3 | $877K | Hold |
15,207
| – | – | 0.07% | 221 |
|
|
2022
Q2 | $940K | Buy |
15,207
+12
| +0.1% | +$741 | 0.07% | 210 |
|
|
2022
Q1 | $1.06M | Buy |
15,195
+12
| +0.1% | +$836 | 0.07% | 211 |
|
|
2021
Q4 | $1.06M | Buy |
15,183
+30
| +0.2% | +$2.1K | 0.07% | 218 |
|
|
2021
Q3 | $994K | Hold |
15,153
| – | – | 0.07% | 219 |
|
|
2021
Q2 | $1.01M | Sell |
15,153
-53
| -0.3% | -$3.52K | 0.08% | 205 |
|
|
2021
Q1 | $968K | Hold |
15,206
| – | – | 0.08% | 197 |
|
|
2020
Q4 | $880K | Buy |
+15,206
| New | +$880K | 0.1% | 173 |
|