WR Wealth Planners’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
2023
Q1
Sell
-8
Closed -$520 946
2022
Q4
$520 Hold
8
﹤0.01% 446
2022
Q3
$462 Hold
8
﹤0.01% 446
2022
Q2
$494 Hold
8
﹤0.01% 475
2022
Q1
$557 Buy
+8
New +$557 ﹤0.01% 475