Blue Bell Private 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 | $59K | Sell |
385
-71
| -16% | -$10.9K | 0.01% | 370 |
|
|
2025
Q1 | $62.7K | Hold |
456
| – | – | 0.01% | 351 |
|
|
2024
Q4 | $66K | Sell |
456
-10
| -2% | -$1.45K | 0.01% | 328 |
|
|
2024
Q3 | $65.5K | Hold |
466
| – | – | 0.01% | 326 |
|
|
2024
Q2 | $62.4K | Sell |
466
-17
| -4% | -$2.28K | 0.01% | 328 |
|
|
2024
Q1 | $61.4K | Sell |
483
-45
| -9% | -$5.72K | 0.01% | 323 |
|
|
2023
Q4 | $60.8K | Hold |
528
| – | – | 0.01% | 298 |
|
|
2023
Q3 | $54.6K | Hold |
528
| – | – | 0.01% | 254 |
|
|
2023
Q2 | $56.3K | Sell |
528
-8
| -1% | -$853 | 0.01% | 244 |
|
|
2023
Q1 | $52.2K | Sell |
536
-62
| -10% | -$6.03K | 0.02% | 223 |
|
|
2022
Q4 | $53.8K | Hold |
598
| – | – | 0.02% | 208 |
|
|
2022
Q3 | $51K | Sell |
598
-8
| -1% | -$682 | 0.02% | 210 |
|
|
2022
Q2 | $54K | Hold |
606
| – | – | 0.02% | 209 |
|
|
2022
Q1 | $66K | Hold |
606
| – | – | 0.02% | 197 |
|
|
2021
Q4 | $69K | Hold |
606
| – | – | 0.02% | 187 |
|
|
2021
Q3 | $62K | Hold |
606
| – | – | 0.02% | 99 |
|
|
2021
Q2 | $62K | Sell |
606
-4
| -0.7% | -$409 | 0.02% | 104 |
|
|
2021
Q1 | $58K | Sell |
610
-3
| -0.5% | -$285 | 0.02% | 108 |
|
|
2020
Q4 | $60K | Hold |
613
| – | – | 0.02% | 98 |
|
|
2020
Q3 | $50K | Buy |
+613
| New | +$50K | 0.02% | 106 |
|