Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
8,575
-252
| -3% | -$38.6K | 0.05% | 240 |
|
|
2025
Q1 | $1.21M | Sell |
8,827
-1,131
| -11% | -$155K | 0.05% | 238 |
|
|
2024
Q4 | $1.44M | Sell |
9,958
-739
| -7% | -$107K | 0.05% | 223 |
|
|
2024
Q3 | $1.5M | Sell |
10,697
-1,318
| -11% | -$185K | 0.06% | 213 |
|
|
2024
Q2 | $1.61M | Sell |
12,015
-1,208
| -9% | -$162K | 0.07% | 182 |
|
|
2024
Q1 | $1.68M | Sell |
13,223
-2,338
| -15% | -$297K | 0.08% | 182 |
|
|
2023
Q4 | $1.79M | Sell |
15,561
-4,601
| -23% | -$530K | 0.11% | 139 |
|
|
2023
Q3 | $2.08M | Sell |
20,162
-6,829
| -25% | -$706K | 0.14% | 117 |
|
|
2023
Q2 | $2.88M | Buy |
+26,991
| New | +$2.88M | 0.19% | 103 |
|
|
2023
Q1 | – | Sell |
-43,219
| Closed | -$3.89M | – | 1651 |
|
|
2022
Q4 | $3.89M | Buy |
43,219
+37,508
| +657% | +$3.37M | 0.29% | 74 |
|
|
2022
Q3 | $484K | Buy |
+5,711
| New | +$484K | 0.04% | 275 |
|