CFD
Creative Financial Designs’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Sell |
24,455
-2,286
| -9% | -$350K | 0.27% | 86 |
|
|
2025
Q1 | $3.67M | Buy |
26,741
+990
| +4% | +$136K | 0.29% | 75 |
|
|
2024
Q4 | $3.73M | Buy |
25,751
+1,450
| +6% | +$210K | 0.3% | 72 |
|
|
2024
Q3 | $3.41M | Sell |
24,301
-57,175
| -70% | -$8.03M | 0.29% | 76 |
|
|
2024
Q2 | $10.9M | Buy |
81,476
+232
| +0.3% | +$31.1K | 0.97% | 23 |
|
|
2024
Q1 | $10.3M | Buy |
81,244
+548
| +0.7% | +$69.7K | 0.98% | 24 |
|
|
2023
Q4 | $9.29M | Buy |
80,696
+6,040
| +8% | +$695K | 0.94% | 23 |
|
|
2023
Q3 | $7.72M | Buy |
74,656
+1,552
| +2% | +$160K | 0.9% | 26 |
|
|
2023
Q2 | $7.8M | Buy |
73,104
+684
| +0.9% | +$72.9K | 0.92% | 24 |
|
|
2023
Q1 | $7.05M | Buy |
72,420
+3,298
| +5% | +$321K | 0.92% | 24 |
|
|
2022
Q4 | $6.22M | Buy |
69,122
+563
| +0.8% | +$50.7K | 0.92% | 25 |
|
|
2022
Q3 | $5.82M | Sell |
68,559
-167
| -0.2% | -$14.2K | 0.95% | 22 |
|
|
2022
Q2 | $6.17M | Sell |
68,726
-42,075
| -38% | -$3.78M | 1.01% | 23 |
|
|
2022
Q1 | $12M | Sell |
110,801
-1,482
| -1% | -$160K | 1.82% | 11 |
|
|
2021
Q4 | $12.8M | Buy |
112,283
+2,334
| +2% | +$266K | 1.93% | 10 |
|
|
2021
Q3 | $11.3M | Buy |
109,949
+1,657
| +2% | +$171K | 1.87% | 12 |
|
|
2021
Q2 | $11.1M | Buy |
108,292
+1,513
| +1% | +$156K | 1.93% | 11 |
|
|
2021
Q1 | $10.1M | Buy |
106,779
+38,990
| +58% | +$3.69M | 1.98% | 9 |
|
|
2020
Q4 | $6.12M | Buy |
67,789
+9,111
| +16% | +$823K | 1.31% | 20 |
|
|
2020
Q3 | $4.77M | Buy |
+58,678
| New | +$4.77M | 1.18% | 20 |
|