9258 Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.35M | Sell |
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|
2024
Q2 | $3.48M | Sell |
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|
2024
Q1 | $3.74M | Buy |
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|
2023
Q4 | $3.31M | Buy |
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|
2023
Q3 | $2.68M | Sell |
|
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|
2023
Q2 | $2.82M | Sell |
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|
2023
Q1 | $3.56M | Sell |
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q3 | $8.56M | Buy |
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|
2022
Q2 | $5.55M | Buy |
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|
2022
Q1 | $3.17M | Buy |
|