Capital Analysts LLC’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	$3.14M	Buy	19,584 +1,234	+7%	+$208K	0.08%	200
2025 Q4	$3.13M	Sell	18,350 -1,535	-8%	-$259K	0.09%	191
2025 Q3	$3.3M	Buy	19,885 +532	+3%	+$84.7K	0.1%	179
2025 Q2	$2.96M	Buy	19,353 +537	+3%	+$75.7K	0.1%	168
2025 Q1	$2.59M	Buy	18,816 +85	+0.5%	+$12.3K	0.1%	171
2024 Q4	$2.71M	Buy	18,731 +323	+2%	+$46.7K	0.11%	153
2024 Q3	$2.58M	Buy	18,408 +3	+0%	+$407	0.11%	154
2024 Q2	$2.46M	Buy	18,405 +3,682	+25%	+$471K	0.11%	159
2024 Q1	$1.87M	Buy	14,723 +1,927	+15%	+$234K	0.09%	172
2023 Q4	$1.47M	Sell	12,796 -15	-0.1%	-$1.62K	0.07%	191
2023 Q3	$1.32M	Sell	12,811 -1,573	-11%	-$169K	0.07%	195
2023 Q2	$1.53M	Buy	14,384 +2,040	+17%	+$205K	0.09%	187
2023 Q1	$1.2M	Buy	12,344 +931	+8%	+$87.6K	0.07%	201
2022 Q4	$1.03M	Sell	11,413 -218	-2%	-$19.8K	0.06%	210
2022 Q3	$987K	Buy	11,631 +167	+1%	+$15.8K	0.07%	207
2022 Q2	$1.03M	Sell	11,464 -389	-3%	-$37.8K	0.07%	203
2022 Q1	$1.28M	Sell	11,853 -118	-1%	-$12.6K	0.08%	197
2021 Q4	$1.36M	Buy	11,971 +327	+3%	+$36.1K	0.08%	191
2021 Q3	$1.2M	Sell	11,644 -1,415	-11%	-$150K	0.08%	196
2021 Q2	$1.34M	Sell	13,059 -2,562	-16%	-$256K	0.09%	190
2021 Q1	$1.48M	Buy	+15,621	New	+$1.45M	0.1%	169

Other funds holding IWL