Commonwealth Equity Services’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 | $20.4M | Buy |
127,037
+27,487
| +28% | +$4.63M | 0.03% | 557 |
|
|
2025
Q4 | $17M | Buy |
99,550
+13,389
| +16% | +$2.26M | 0.02% | 630 |
|
|
2025
Q3 | $14.3M | Buy |
86,161
+998
| +1% | +$159K | 0.02% | 730 |
|
|
2025
Q2 | $13M | Buy |
85,163
+16,090
| +23% | +$2.27M | 0.02% | 757 |
|
|
2025
Q1 | $9.49M | Buy |
69,073
+15,851
| +30% | +$2.3M | 0.01% | 897 |
|
|
2024
Q4 | $7.7M | Buy |
53,222
+3,834
| +8% | +$555K | 0.01% | 964 |
|
|
2024
Q3 | $6.94M | Buy |
49,388
+5,692
| +13% | +$772K | 0.01% | 1020 |
|
|
2024
Q2 | $5.85M | Buy |
43,696
+1,571
| +4% | +$201K | 0.01% | 1098 |
|
|
2024
Q1 | $5.36M | Sell |
42,125
-1,135
| -3% | -$138K | 0.01% | 1123 |
|
|
2023
Q4 | $4.98M | Buy |
43,260
+4,305
| +11% | +$466K | 0.01% | 1100 |
|
|
2023
Q3 | $4.03M | Buy |
38,955
+1,045
| +3% | +$112K | 0.01% | 1147 |
|
|
2023
Q2 | $4.04M | Buy |
37,910
+311
| +0.8% | +$31.2K | 0.01% | 1159 |
|
|
2023
Q1 | $3.66K | Sell |
37,599
-9,026
| -19% | -$849K | 0.01% | 1184 |
|
|
2022
Q4 | $4.19M | Sell |
46,625
-510
| -1% | -$46.3K | 0.01% | 1064 |
|
|
2022
Q3 | $4M | Buy |
47,135
+1,988
| +4% | +$188K | 0.01% | 1010 |
|
|
2022
Q2 | $4.05M | Buy |
45,147
+2,680
| +6% | +$261K | 0.01% | 1000 |
|
|
2022
Q1 | $4.59M | Buy |
42,467
+4,777
| +13% | +$509K | 0.01% | 989 |
|
|
2021
Q4 | $4.29M | Buy |
37,690
+1,680
| +5% | +$185K | 0.01% | 1012 |
|
|
2021
Q3 | $3.71M | Buy |
36,010
+1,640
| +5% | +$174K | 0.01% | 1041 |
|
|
2021
Q2 | $3.53M | Buy |
34,370
+3,264
| +10% | +$326K | 0.01% | 1053 |
|
|
2021
Q1 | $2.95M | Buy |
31,106
+4,072
| +15% | +$377K | 0.01% | 1070 |
|
|
2020
Q4 | $2.44M | Buy |
27,034
+1,613
| +6% | +$138K | 0.01% | 1114 |
|
|
2020
Q3 | $2.06M | Buy |
25,421
+1,762
| +7% | +$141K | 0.01% | 1083 |
|
|
2020
Q2 | $1.75M | Buy |
23,659
+222
| +0.9% | +$15.5K | 0.01% | 1095 |
|
|
2020
Q1 | $1.44M | Sell |
23,437
-624
| -3% | -$44.8K | 0.01% | 1064 |
|
|
2019
Q4 | $1.81M | Buy |
24,061
+251
| +1% | +$18K | 0.01% | 1096 |
|
|
2019
Q3 | $1.64M | Sell |
23,810
-718
| -3% | -$49.3K | 0.01% | 1082 |
|
|
2019
Q2 | $1.67M | Buy |
24,528
+1,698
| +7% | +$114K | 0.01% | 1051 |
|
|
2019
Q1 | $1.5M | Sell |
22,830
-36,685
| -62% | -$2.32M | 0.01% | 1065 |
|
|
2018
Q4 | $3.48M | Buy |
59,515
+37,448
| +170% | +$2.35M | 0.02% | 627 |
|
|
2018
Q3 | $1.49M | Buy |
22,067
+1,120
| +5% | +$74K | 0.01% | 1079 |
|
|
2018
Q2 | $1.32M | Sell |
20,947
-100
| -0.5% | -$6.24K | 0.01% | 1131 |
|
|
2018
Q1 | $1.28M | Sell |
21,047
-2,005
| -9% | -$126K | 0.01% | 1114 |
|
|
2017
Q4 | $1.42M | Buy |
23,052
+1,474
| +7% | +$88.2K | 0.01% | 1034 |
|
|
2017
Q3 | $1.24M | Sell |
21,578
-395
| -2% | -$22.4K | 0.01% | 1067 |
|
|
2017
Q2 | $1.22M | Sell |
21,973
-698
| -3% | -$38.3K | 0.01% | 1039 |
|
|
2017
Q1 | $1.22M | Buy |
22,671
+6,287
| +38% | +$334K | 0.01% | 1012 |
|
|
2016
Q4 | $835K | Buy |
16,384
+871
| +6% | +$43.4K | 0.01% | 1121 |
|
|
2016
Q3 | $766K | Buy |
15,513
+4,631
| +43% | +$227K | 0.01% | 1142 |
|
|
2016
Q2 | $520K | Sell |
10,882
-31,025
| -74% | -$1.47M | ﹤0.01% | 1334 |
|
|
2016
Q1 | $1.96M | Buy |
41,907
+165
| +0.4% | +$7.37K | 0.02% | 646 |
|
|
2015
Q4 | $1.96M | Buy |
41,742
+6,029
| +17% | +$283K | 0.02% | 631 |
|
|
2015
Q3 | $1.56M | Buy |
35,713
+1,006
| +3% | +$46.5K | 0.02% | 685 |
|
|
2015
Q2 | $1.64M | Buy |
34,707
+2,391
| +7% | +$114K | 0.02% | 711 |
|
|
2015
Q1 | $1.51M | Buy |
32,316
+4,548
| +16% | +$213K | 0.02% | 731 |
|
|
2014
Q4 | $1.31M | Buy |
+27,768
| New | +$1.27M | 0.01% | 755 |
|
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