Capital Investment 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 | $306K | Hold |
2,000
| – | – | 0.03% | 450 |
|
|
2025
Q1 | $275K | Hold |
2,000
| – | – | 0.02% | 459 |
|
|
2024
Q4 | $289K | Hold |
2,000
| – | – | 0.03% | 410 |
|
|
2024
Q3 | $281K | Hold |
2,000
| – | – | 0.03% | 418 |
|
|
2024
Q2 | $268K | Hold |
2,000
| – | – | 0.03% | 416 |
|
|
2024
Q1 | $254K | Sell |
2,000
-400
| -17% | -$50.8K | 0.03% | 435 |
|
|
2023
Q4 | $276K | Sell |
2,400
-106
| -4% | -$12.2K | 0.03% | 407 |
|
|
2023
Q3 | $259K | Buy |
2,506
+506
| +25% | +$52.3K | 0.03% | 395 |
|
|
2023
Q2 | $213K | Hold |
2,000
| – | – | 0.02% | 445 |
|
|
2023
Q1 | $195K | Hold |
2,000
| – | – | 0.02% | 463 |
|
|
2022
Q4 | $180K | Sell |
2,000
-1,143
| -36% | -$103K | 0.02% | 473 |
|
|
2022
Q3 | $267K | Hold |
3,143
| – | – | 0.03% | 366 |
|
|
2022
Q2 | $282K | Hold |
3,143
| – | – | 0.03% | 368 |
|
|
2022
Q1 | $340K | Buy |
+3,143
| New | +$340K | 0.04% | 364 |
|