Avantax Advisory Services’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 | $1.75M | Sell |
11,457
-271
| -2% | -$41.5K | 0.01% | 869 |
|
|
2025
Q1 | $1.61M | Buy |
11,728
+6,928
| +144% | +$952K | 0.01% | 854 |
|
|
2024
Q4 | $695K | Buy |
4,800
+690
| +17% | +$99.9K | ﹤0.01% | 1239 |
|
|
2024
Q3 | $577K | Sell |
4,110
-473
| -10% | -$66.4K | ﹤0.01% | 1319 |
|
|
2024
Q2 | $614K | Buy |
4,583
+1,868
| +69% | +$250K | ﹤0.01% | 1237 |
|
|
2024
Q1 | $345K | Sell |
2,715
-57
| -2% | -$7.25K | ﹤0.01% | 1225 |
|
|
2023
Q4 | $319K | Buy |
+2,772
| New | +$319K | ﹤0.01% | 1202 |
|
|
2023
Q2 | – | Sell |
-2,129
| Closed | -$207K | – | 1540 |
|
|
2023
Q1 | $207K | Sell |
2,129
-305
| -13% | -$29.7K | ﹤0.01% | 1360 |
|
|
2022
Q4 | $219K | Sell |
2,434
-59
| -2% | -$5.31K | ﹤0.01% | 1268 |
|
|
2022
Q3 | $212K | Hold |
2,493
| – | – | ﹤0.01% | 1188 |
|
|
2022
Q2 | $224K | Sell |
2,493
-254
| -9% | -$22.8K | ﹤0.01% | 1157 |
|
|
2022
Q1 | $299K | Sell |
2,747
-995
| -27% | -$108K | ﹤0.01% | 1002 |
|
|
2021
Q4 | $426K | Sell |
3,742
-410
| -10% | -$46.7K | 0.01% | 819 |
|
|
2021
Q3 | $427K | Sell |
4,152
-522
| -11% | -$53.7K | 0.01% | 774 |
|
|
2021
Q2 | $480K | Buy |
4,674
+656
| +16% | +$67.4K | 0.01% | 720 |
|
|
2021
Q1 | $382K | Buy |
4,018
+229
| +6% | +$21.8K | 0.01% | 706 |
|
|
2020
Q4 | $342K | Sell |
3,789
-2,070
| -35% | -$187K | 0.01% | 674 |
|
|
2020
Q3 | $474K | Buy |
+5,859
| New | +$474K | 0.01% | 810 |
|