AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Hold |
|
|||||
|
2025
Q1 | $11.7K | Buy |
|
|||||
|
2024
Q4 | $10.9K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $398K | Sell |
|
|||||
|
2023
Q3 | $580K | Sell |
|
|||||
|
2023
Q2 | $780K | Sell |
|
|||||
|
2023
Q1 | $796K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $5.75M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $695K | Sell |
|
|||||
|
2019
Q3 | $1.9M | Buy |
|