CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$276K Hold
1,801
– – ﹤0.01% 2113
2025
Q1 		$247K Hold
1,801
– – ﹤0.01% 2053
2024
Q4 		$261K Sell
1,801
-629
-26% -$91K ﹤0.01% 1992
2024
Q3 		$341K Buy
2,430
+203
+9% +$28.5K ﹤0.01% 1814
2024
Q2 		$298K Buy
+2,227
New +$298K ﹤0.01% 1817