Arcadia Investment 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 | $11.4M | Buy |
74,353
+979
| +1% | +$150K | 5.9% | 4 |
|
|
2025
Q1 | $10.1M | Sell |
73,374
-2,093
| -3% | -$288K | 5.64% | 6 |
|
|
2024
Q4 | $10.9M | Sell |
75,467
-4,439
| -6% | -$642K | 5.95% | 4 |
|
|
2024
Q3 | $11.2M | Buy |
79,906
+1,061
| +1% | +$149K | 6.01% | 4 |
|
|
2024
Q2 | $10.6M | Buy |
78,845
+1,976
| +3% | +$265K | 6% | 5 |
|
|
2024
Q1 | $9.77M | Sell |
76,869
-710
| -0.9% | -$90.3K | 5.58% | 6 |
|
|
2023
Q4 | $8.93M | Buy |
77,579
+10,836
| +16% | +$1.25M | 5.38% | 6 |
|
|
2023
Q3 | $6.9M | Buy |
66,743
+57,253
| +603% | +$5.92M | 4.57% | 7 |
|
|
2023
Q2 | $1.01M | Buy |
+9,490
| New | +$1.01M | 0.66% | 26 |
|