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Veridan Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Veridan Wealth’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$5.52M Buy
67,148
+10,792
+19% +$887K 2.49% 5
2024
Q4 		$4.68M Buy
+56,356
New +$4.68M 2.19% 8
2024
Q2 		$5.48M Buy
+65,039
New +$5.48M 2.2% 7