Cornerstone Wealth Management’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 | $276K | Hold |
1,805
| – | – | 0.02% | 530 |
|
|
2025
Q1 | $248K | Sell |
1,805
-146
| -7% | -$20.1K | 0.02% | 519 |
|
|
2024
Q4 | $282K | Hold |
1,951
| – | – | 0.02% | 479 |
|
|
2024
Q3 | $274K | Sell |
1,951
-53
| -3% | -$7.44K | 0.02% | 474 |
|
|
2024
Q2 | $268K | Sell |
2,004
-127
| -6% | -$17K | 0.02% | 456 |
|
|
2024
Q1 | $271K | Hold |
2,131
| – | – | 0.02% | 444 |
|
|
2023
Q4 | $245K | Sell |
2,131
-90
| -4% | -$10.4K | 0.02% | 453 |
|
|
2023
Q3 | $230K | Buy |
2,221
+45
| +2% | +$4.65K | 0.02% | 482 |
|
|
2023
Q2 | $232K | Hold |
2,176
| – | – | 0.02% | 459 |
|
|
2023
Q1 | $212K | Buy |
+2,176
| New | +$212K | 0.02% | 437 |
|
|
2022
Q3 | – | Sell |
-2,375
| Closed | -$213K | – | 449 |
|
|
2022
Q2 | $213K | Buy |
2,375
+2
| +0.1% | +$179 | 0.02% | 413 |
|
|
2022
Q1 | $256K | Buy |
2,373
+503
| +27% | +$54.3K | 0.02% | 400 |
|
|
2021
Q4 | $214K | Buy |
+1,870
| New | +$214K | 0.02% | 473 |
|