Aptus Capital Advisors’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 | $1.99K | Hold |
13
| – | – | ﹤0.01% | 1470 |
|
2025
Q1 | $1.79K | Hold |
13
| – | – | ﹤0.01% | 1386 |
|
2024
Q4 | $1.88K | Hold |
13
| – | – | ﹤0.01% | 1370 |
|
2024
Q3 | $1.83K | Hold |
13
| – | – | ﹤0.01% | 1196 |
|
2024
Q2 | $1.74K | Hold |
13
| – | – | ﹤0.01% | 1116 |
|
2024
Q1 | $1.65K | Hold |
13
| – | – | ﹤0.01% | 1136 |
|
2023
Q4 | $1.5K | Buy |
+13
| New | +$1.5K | ﹤0.01% | 873 |
|
2023
Q1 | – | Sell |
-250
| Closed | -$22.5K | – | 838 |
|
2022
Q4 | $22.5K | Hold |
250
| – | – | ﹤0.01% | 642 |
|
2022
Q3 | $21K | Buy |
+250
| New | +$21K | ﹤0.01% | 606 |
|