AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Hold |
85
| – | – | ﹤0.01% | 1835 |
|
|
2025
Q1 | $11.7K | Buy |
85
+10
| +13% | +$1.38K | ﹤0.01% | 1834 |
|
|
2024
Q4 | $10.9K | Buy |
+75
| New | +$10.9K | ﹤0.01% | 1831 |
|
|
2024
Q1 | – | Sell |
-3,352
| Closed | -$398K | – | 1580 |
|
|
2023
Q4 | $398K | Sell |
3,352
-2,254
| -40% | -$268K | ﹤0.01% | 1566 |
|
|
2023
Q3 | $580K | Sell |
5,606
-1,707
| -23% | -$176K | ﹤0.01% | 1298 |
|
|
2023
Q2 | $780K | Sell |
7,313
-872
| -11% | -$93K | ﹤0.01% | 1182 |
|
|
2023
Q1 | $796K | Buy |
+8,185
| New | +$796K | 0.01% | 1137 |
|
|
2022
Q2 | – | Sell |
-53,189
| Closed | -$5.75M | – | 1775 |
|
|
2022
Q1 | $5.75M | Buy |
+53,189
| New | +$5.75M | 0.04% | 399 |
|
|
2020
Q1 | – | Sell |
-9,245
| Closed | -$695K | – | 1192 |
|
|
2019
Q4 | $695K | Sell |
9,245
-18,365
| -67% | -$1.38M | 0.02% | 627 |
|
|
2019
Q3 | $1.9M | Buy |
+27,610
| New | +$1.9M | 0.06% | 289 |
|