Corient Private Wealth’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 | $348K | Hold |
2,275
| – | – | ﹤0.01% | 1995 |
|
|
2025
Q1 | $313K | Sell |
2,275
-140
| -6% | -$19.2K | ﹤0.01% | 1830 |
|
|
2024
Q4 | $349K | Sell |
2,415
-1,709
| -41% | -$247K | ﹤0.01% | 1809 |
|
|
2024
Q3 | $579K | Buy |
4,124
+661
| +19% | +$92.8K | ﹤0.01% | 1635 |
|
|
2024
Q2 | $464K | Hold |
3,463
| – | – | ﹤0.01% | 1684 |
|
|
2024
Q1 | $440K | Hold |
3,463
| – | – | ﹤0.01% | 1696 |
|
|
2023
Q4 | $399K | Hold |
3,463
| – | – | ﹤0.01% | 1729 |
|
|
2023
Q3 | $358K | Buy |
3,463
+628
| +22% | +$64.9K | ﹤0.01% | 1652 |
|
|
2023
Q2 | $302K | Hold |
2,835
| – | – | ﹤0.01% | 1686 |
|
|
2023
Q1 | $276K | Hold |
2,835
| – | – | ﹤0.01% | 1642 |
|
|
2022
Q4 | $255K | Buy |
+2,835
| New | +$255K | ﹤0.01% | 1391 |
|