Capital Advisory Group Advisory Services’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	$528K	Sell	3,446 -2,955	-46%	-$452K	0.19%	109
2025 Q1	$880K	Buy	6,401 +48	+0.8%	+$6.6K	0.34%	76
2024 Q4	$919K	Buy	6,353 +2,505	+65%	+$362K	0.33%	78
2024 Q3	$540K	Buy	3,848 +1,826	+90%	+$256K	0.22%	94
2024 Q2	$271K	Buy	+2,022	New	+$271K	0.12%	127