YWM
Yoder Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
3,741
| – | – | 0.16% | 82 |
|
|
2025
Q1 | $307K | Hold |
3,741
| – | – | 0.17% | 79 |
|
|
2024
Q4 | $296K | Hold |
3,741
| – | – | 0.16% | 82 |
|
|
2024
Q3 | $304K | Hold |
3,741
| – | – | 0.18% | 83 |
|
|
2024
Q2 | $280K | Hold |
3,741
| – | – | 0.18% | 82 |
|
|
2024
Q1 | $286K | Hold |
3,741
| – | – | 0.19% | 79 |
|
|
2023
Q4 | $263K | Buy |
+3,741
| New | +$263K | 0.19% | 77 |
|