Avantax Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
|
|||||
|
2025
Q1 | $1.61M | Buy |
|
|||||
|
2024
Q4 | $695K | Buy |
|
|||||
|
2024
Q3 | $577K | Sell |
|
|||||
|
2024
Q2 | $614K | Buy |
|
|||||
|
2024
Q1 | $345K | Sell |
|
|||||
|
2023
Q4 | $319K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $207K | Sell |
|
|||||
|
2022
Q4 | $219K | Sell |
|
|||||
|
2022
Q3 | $212K | Hold |
|
|||||
|
2022
Q2 | $224K | Sell |
|
|||||
|
2022
Q1 | $299K | Sell |
|
|||||
|
2021
Q4 | $426K | Sell |
|
|||||
|
2021
Q3 | $427K | Sell |
|
|||||
|
2021
Q2 | $480K | Buy |
|
|||||
|
2021
Q1 | $382K | Buy |
|
|||||
|
2020
Q4 | $342K | Sell |
|
|||||
|
2020
Q3 | $474K | Buy |
|