WBH Advisory’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $240K | Sell |
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|
2025
Q1 | $374K | Hold |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $371K | Sell |
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|
2024
Q2 | $344K | Sell |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $263K | Hold |
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|
2021
Q1 | $250K | Hold |
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|
2020
Q4 | $235K | Hold |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $289K | Hold |
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|
2019
Q3 | $271K | Hold |
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|
2019
Q2 | $267K | Hold |
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|
2019
Q1 | $260K | Hold |
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|
2018
Q4 | $236 | Hold |
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|
2018
Q3 | $264K | Hold |
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|
2018
Q2 | $252K | Hold |
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|
2018
Q1 | $249K | Hold |
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|
2017
Q4 | $259K | Hold |
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|
2017
Q3 | $247K | Hold |
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|
2017
Q2 | $242K | Sell |
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|
2017
Q1 | $408K | Hold |
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|
2016
Q4 | $398K | Hold |
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|
2016
Q3 | $374K | Hold |
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|
2016
Q2 | $367K | Hold |
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|
2016
Q1 | $353K | Hold |
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|
2015
Q4 | $353 | Buy |
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