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Waverly Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Waverly Advisors’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
Q2 		$17.1M Sell
203,059
-1,178
-0.6% -$99.2K 0.19% 106
2025
Q1 		$16.8M Buy
204,237
+2,555
+1% +$210K 0.2% 104
2024
Q4 		$15.9M Buy
+201,682
New +$15.9M 0.25% 85