Boyd 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 | $2.34M | Buy |
15,310
+1,395
| +10% | +$214K | 1.02% | 18 |
|
|
2025
Q1 | $1.91M | Buy |
13,915
+3,498
| +34% | +$481K | 0.95% | 17 |
|
|
2024
Q4 | $1.51M | Sell |
10,417
-492
| -5% | -$71.2K | 0.74% | 21 |
|
|
2024
Q3 | $1.53M | Sell |
10,909
-28
| -0.3% | -$3.93K | 0.78% | 21 |
|
|
2024
Q2 | $1.47M | Sell |
10,937
-65
| -0.6% | -$8.71K | 0.81% | 22 |
|
|
2024
Q1 | $1.4M | Buy |
11,002
+14
| +0.1% | +$1.78K | 0.8% | 20 |
|
|
2023
Q4 | $1.26M | Sell |
10,988
-243
| -2% | -$28K | 0.79% | 21 |
|
|
2023
Q3 | $1.16M | Sell |
11,231
-219
| -2% | -$22.6K | 0.78% | 22 |
|
|
2023
Q2 | $1.22M | Sell |
11,450
-313
| -3% | -$33.4K | 0.74% | 23 |
|
|
2023
Q1 | $1.14M | Buy |
11,763
+15
| +0.1% | +$1.46K | 0.79% | 18 |
|
|
2022
Q4 | $1.06M | Sell |
11,748
-737
| -6% | -$66.3K | 0.78% | 19 |
|
|
2022
Q3 | $1.06M | Sell |
12,485
-2,359
| -16% | -$200K | 0.85% | 17 |
|
|
2022
Q2 | $1.33M | Buy |
14,844
+12,505
| +535% | +$1.12M | 1.09% | 15 |
|
|
2022
Q1 | $253K | Sell |
2,339
-3,099
| -57% | -$335K | 0.19% | 34 |
|
|
2021
Q4 | $620K | Buy |
+5,438
| New | +$620K | 0.45% | 26 |
|