Corient Private Wealth’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 | $274K | Sell |
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|
2025
Q2 | $348K | Hold |
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|
2025
Q1 | $313K | Sell |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $579K | Buy |
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|
2024
Q2 | $464K | Hold |
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|
2024
Q1 | $440K | Hold |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $302K | Hold |
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|
2023
Q1 | $276K | Hold |
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|
2022
Q4 | $255K | Buy |
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