Advisor Group’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $733K | Buy |
9,761
+1,118
| +13% | +$84K | 0.01% | 1407 |
|
|
2019
Q3 | $595K | Buy |
8,643
+1,098
| +15% | +$75.6K | ﹤0.01% | 1490 |
|
|
2019
Q2 | $513K | Buy |
7,545
+755
| +11% | +$51.3K | ﹤0.01% | 1589 |
|
|
2019
Q1 | $446K | Buy |
6,790
+5,111
| +304% | +$336K | ﹤0.01% | 1671 |
|
|
2018
Q4 | $98K | Hold |
1,679
| – | – | ﹤0.01% | 2670 |
|
|
2018
Q3 | $113K | Sell |
1,679
-158
| -9% | -$10.6K | ﹤0.01% | 2666 |
|
|
2018
Q2 | $116K | Buy |
1,837
+160
| +10% | +$10.1K | ﹤0.01% | 2408 |
|
|
2018
Q1 | $102K | Sell |
1,677
-23
| -1% | -$1.4K | ﹤0.01% | 2543 |
|
|
2017
Q4 | $104K | Sell |
1,700
-1,102
| -39% | -$67.4K | ﹤0.01% | 2538 |
|
|
2017
Q3 | $162K | Sell |
2,802
-275
| -9% | -$15.9K | ﹤0.01% | 2013 |
|
|
2017
Q2 | $171K | Buy |
3,077
+877
| +40% | +$48.7K | ﹤0.01% | 1908 |
|
|
2017
Q1 | $118K | Buy |
2,200
+320
| +17% | +$17.2K | ﹤0.01% | 2041 |
|
|
2016
Q4 | $96K | Sell |
1,880
-1,266
| -40% | -$64.6K | ﹤0.01% | 2097 |
|
|
2016
Q3 | $156K | Sell |
3,146
-630
| -17% | -$31.2K | ﹤0.01% | 1701 |
|
|
2016
Q2 | $179K | Buy |
+3,776
| New | +$179K | ﹤0.01% | 1535 |
|