Bouchey Financial Group’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	$375K	Hold	2,229	–	–	0.03%	112
2025 Q4	$380K	Sell	2,229 -26	-1%	-$4.39K	0.03%	103
2025 Q3	$375K	Hold	2,255	–	–	0.03%	101
2025 Q2	$345K	Hold	2,255	–	–	0.03%	99
2025 Q1	$310K	Hold	2,255	–	–	0.03%	101
2024 Q4	$326K	Sell	2,255 -22	-1%	-$3.18K	0.03%	100
2024 Q3	$320K	Hold	2,277	–	–	0.03%	113
2024 Q2	$305K	Hold	2,277	–	–	0.03%	107
2024 Q1	$289K	Hold	2,277	–	–	0.03%	107
2023 Q4	$262K	Sell	2,277 -8	-0.4%	-$866	0.03%	111
2023 Q3	$236K	Hold	2,285	–	–	0.03%	106
2023 Q2	$244K	Sell	2,285 -178	-7%	-$17.9K	0.03%	93
2023 Q1	$239K	Buy	2,463 +201	+9%	+$18.9K	0.03%	89
2022 Q4	$204K	Buy	+2,262	New	+$205K	0.03%	90
2022 Q3	–	Sell	-3,161	Closed	-$284K	–	94
2022 Q2	$284K	Buy	3,161 +18	+0.6%	+$1.75K	0.05%	71
2022 Q1	$340K	Hold	3,143	–	–	0.05%	72
2021 Q4	$358K	Sell	3,143 -381	-11%	-$42K	0.05%	71
2021 Q3	$363K	Hold	3,524	–	–	0.05%	61
2021 Q2	$362K	Hold	3,524	–	–	0.06%	53
2021 Q1	$334K	Hold	3,524	–	–	0.05%	58
2020 Q4	$318K	Hold	3,524	–	–	0.05%	57
2020 Q3	$286K	Sell	3,524 -171	-5%	-$13.7K	0.06%	54
2020 Q2	$274K	Hold	3,695	–	–	0.06%	51
2020 Q1	$227K	Hold	3,695	–	–	0.06%	55
2019 Q4	$278K	Sell	3,695 -115	-3%	-$8.25K	0.06%	65
2019 Q3	$263K	Sell	3,810 -365	-9%	-$25.1K	0.06%	63
2019 Q2	$284K	Sell	4,175 -20	-0.5%	-$1.34K	0.07%	60
2019 Q1	$275K	Sell	4,195 -525	-11%	-$33.1K	0.07%	62
2018 Q4	$276K	Buy	+4,720	New	+$296K	0.08%	62

Other funds holding IWL