Blue Bell Private Wealth Management’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
2026 Q1	$54.9K	Sell	342 -22	-6%	-$3.71K	0.01%	405
2025 Q4	$62.1K	Hold	364	–	–	0.01%	383
2025 Q3	$60.5K	Sell	364 -21	-5%	-$3.34K	0.01%	378
2025 Q2	$59K	Sell	385 -71	-16%	-$10K	0.01%	370
2025 Q1	$62.7K	Hold	456	–	–	0.01%	351
2024 Q4	$66K	Sell	456 -10	-2%	-$1.45K	0.01%	329
2024 Q3	$65.5K	Hold	466	–	–	0.01%	326
2024 Q2	$62.4K	Sell	466 -17	-4%	-$2.17K	0.01%	328
2024 Q1	$61.4K	Sell	483 -45	-9%	-$5.46K	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%	-$804	0.01%	244
2023 Q1	$52.2K	Sell	536 -62	-10%	-$5.83K	0.02%	223
2022 Q4	$53.8K	Hold	598	–	–	0.02%	208
2022 Q3	$51K	Sell	598 -8	-1%	-$756	0.02%	211
2022 Q2	$54K	Hold	606	–	–	0.02%	211
2022 Q1	$66K	Hold	606	–	–	0.02%	199
2021 Q4	$69K	Hold	606	–	–	0.02%	189
2021 Q3	$62K	Hold	606	–	–	0.02%	100
2021 Q2	$62K	Sell	606 -4	-0.7%	-$399	0.02%	105
2021 Q1	$58K	Sell	610 -3	-0.5%	-$278	0.02%	109
2020 Q4	$60K	Hold	613	–	–	0.02%	98
2020 Q3	$50K	Buy	+613	New	+$49K	0.02%	106

Other funds holding IWL