Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-920
| Closed | -$105K | – | 2244 |
|
|
2021
Q4 | $105K | Hold |
920
| – | – | ﹤0.01% | 666 |
|
|
2021
Q3 | $95K | Hold |
920
| – | – | ﹤0.01% | 630 |
|
|
2021
Q2 | $95K | Hold |
920
| – | – | ﹤0.01% | 480 |
|
|
2021
Q1 | $87K | Hold |
920
| – | – | ﹤0.01% | 469 |
|
|
2020
Q4 | $83K | Buy |
+920
| New | +$83K | ﹤0.01% | 395 |
|