Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $57.5K | Buy |
409
+1
| +0.2% | +$141 | 0.03% | 140 |
|
|
2024
Q2 | $54.7K | Buy |
408
+1
| +0.2% | +$134 | 0.03% | 133 |
|
|
2024
Q1 | $51.8K | Hold |
407
| – | – | 0.03% | 134 |
|
|
2023
Q4 | $46.8K | Buy |
407
+3
| +0.7% | +$345 | 0.03% | 126 |
|
|
2023
Q3 | $41.8K | Hold |
404
| – | – | 0.03% | 122 |
|
|
2023
Q2 | $43.1K | Sell |
404
-31,701
| -99% | -$3.38M | 0.03% | 125 |
|
|
2023
Q1 | $3.12M | Sell |
32,105
-14,149
| -31% | -$1.38M | 2.54% | 14 |
|
|
2022
Q4 | $4.16M | Sell |
46,254
-7,337
| -14% | -$660K | 3.63% | 9 |
|
|
2022
Q3 | $4.55M | Buy |
53,591
+700
| +1% | +$59.4K | 4.29% | 5 |
|
|
2022
Q2 | $4.75M | Buy |
52,891
+3,567
| +7% | +$320K | 4.38% | 6 |
|
|
2022
Q1 | $5.33M | Buy |
49,324
+13,236
| +37% | +$1.43M | 4.22% | 6 |
|
|
2021
Q4 | $4.11M | Buy |
+36,088
| New | +$4.11M | 3.33% | 9 |
|