Compton Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.14M | Hold |
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|
2025
Q2 | $1.97M | Sell |
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|
2025
Q1 | $2.21M | Hold |
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|
2024
Q4 | $2.32M | Hold |
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|
2024
Q3 | $2.25M | Sell |
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|
2024
Q2 | $2.19M | Sell |
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|
2024
Q1 | $2.11M | Hold |
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|
2023
Q4 | $1.91M | Hold |
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|
2023
Q3 | $1.71M | Sell |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $4.71M | Buy |
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $2.47M | Buy |
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|
2022
Q2 | $2.33M | Buy |
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|
2022
Q1 | $2.69M | Buy |
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|
2021
Q4 | $2.77M | Buy |
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|
2021
Q3 | $2.29M | Buy |
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|
2021
Q2 | $2.21M | Buy |
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|
2021
Q1 | $1.98M | Sell |
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|
2020
Q4 | $1.89M | Buy |
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|
2020
Q3 | $1.67M | Buy |
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|
2020
Q2 | $496K | Buy |
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