WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $10K | Hold |
210
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q1 | $10K | Hold |
210
| – | – | ﹤0.01% | 1077 |
|
|
2016
Q4 | $10K | Hold |
210
| – | – | ﹤0.01% | 1101 |
|
|
2016
Q3 | $9K | Sell |
210
-73
| -26% | -$3.13K | ﹤0.01% | 1154 |
|
|
2016
Q2 | $12K | Hold |
283
| – | – | ﹤0.01% | 1042 |
|
|
2016
Q1 | $12K | Sell |
283
-50
| -15% | -$2.12K | ﹤0.01% | 1007 |
|
|
2015
Q4 | $14K | Hold |
333
| – | – | ﹤0.01% | 991 |
|
|
2015
Q3 | $13K | Hold |
333
| – | – | ﹤0.01% | 1020 |
|
|
2015
Q2 | $15K | Hold |
333
| – | – | ﹤0.01% | 1064 |
|
|
2015
Q1 | $14K | Hold |
333
| – | – | ﹤0.01% | 1097 |
|
|
2014
Q4 | $15K | Hold |
333
| – | – | ﹤0.01% | 1318 |
|
|
2014
Q3 | $14K | Hold |
333
| – | – | ﹤0.01% | 1377 |
|
|
2014
Q2 | $14K | Hold |
333
| – | – | ﹤0.01% | 1378 |
|
|
2014
Q1 | $14K | Hold |
333
| – | – | ﹤0.01% | 1371 |
|
|
2013
Q4 | $13K | Hold |
333
| – | – | ﹤0.01% | 1499 |
|
|
2013
Q3 | $12K | Hold |
333
| – | – | ﹤0.01% | 1458 |
|
|
2013
Q2 | $12K | Buy |
+333
| New | +$12K | ﹤0.01% | 1397 |
|