Capital Analysts LLC’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 | $2.96M | Buy |
19,353
+537
| +3% | +$82.2K | 0.1% | 168 |
|
|
2025
Q1 | $2.59M | Buy |
18,816
+85
| +0.5% | +$11.7K | 0.1% | 171 |
|
|
2024
Q4 | $2.71M | Buy |
18,731
+323
| +2% | +$46.7K | 0.11% | 153 |
|
|
2024
Q3 | $2.59M | Buy |
18,408
+3
| +0% | +$421 | 0.11% | 154 |
|
|
2024
Q2 | $2.47M | Buy |
18,405
+3,682
| +25% | +$493K | 0.11% | 159 |
|
|
2024
Q1 | $1.87M | Buy |
14,723
+1,927
| +15% | +$245K | 0.09% | 172 |
|
|
2023
Q4 | $1.47M | Sell |
12,796
-15
| -0.1% | -$1.73K | 0.07% | 191 |
|
|
2023
Q3 | $1.32M | Sell |
12,811
-1,573
| -11% | -$163K | 0.07% | 195 |
|
|
2023
Q2 | $1.53M | Buy |
14,384
+2,040
| +17% | +$218K | 0.09% | 187 |
|
|
2023
Q1 | $1.2M | Buy |
12,344
+931
| +8% | +$90.6K | 0.07% | 201 |
|
|
2022
Q4 | $1.03M | Sell |
11,413
-218
| -2% | -$19.6K | 0.06% | 210 |
|
|
2022
Q3 | $987K | Buy |
11,631
+167
| +1% | +$14.2K | 0.07% | 207 |
|
|
2022
Q2 | $1.03M | Sell |
11,464
-389
| -3% | -$35K | 0.07% | 203 |
|
|
2022
Q1 | $1.28M | Sell |
11,853
-118
| -1% | -$12.8K | 0.08% | 197 |
|
|
2021
Q4 | $1.36M | Buy |
11,971
+327
| +3% | +$37.3K | 0.08% | 191 |
|
|
2021
Q3 | $1.2M | Sell |
11,644
-1,415
| -11% | -$146K | 0.08% | 196 |
|
|
2021
Q2 | $1.34M | Sell |
13,059
-2,562
| -16% | -$263K | 0.09% | 190 |
|
|
2021
Q1 | $1.48M | Buy |
+15,621
| New | +$1.48M | 0.1% | 169 |
|