Creative Planning’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 | $2.73M | Sell |
17,856
-106
| -0.6% | -$16.2K | ﹤0.01% | 1093 |
|
|
2025
Q1 | $2.47M | Buy |
17,962
+7,252
| +68% | +$997K | ﹤0.01% | 1047 |
|
|
2024
Q4 | $1.55M | Buy |
10,710
+189
| +2% | +$27.4K | ﹤0.01% | 1301 |
|
|
2024
Q3 | $1.48M | Sell |
10,521
-219
| -2% | -$30.8K | ﹤0.01% | 1253 |
|
|
2024
Q2 | $1.44M | Buy |
10,740
+296
| +3% | +$39.7K | ﹤0.01% | 1164 |
|
|
2024
Q1 | $1.33M | Buy |
10,444
+10
| +0.1% | +$1.27K | ﹤0.01% | 1156 |
|
|
2023
Q4 | $1.2M | Sell |
10,434
-1,808
| -15% | -$208K | ﹤0.01% | 1140 |
|
|
2023
Q3 | $1.27M | Hold |
12,242
| – | – | ﹤0.01% | 1054 |
|
|
2023
Q2 | $1.31M | Buy |
12,242
+1
| +0% | +$107 | ﹤0.01% | 989 |
|
|
2023
Q1 | $1.19M | Buy |
12,241
+3,686
| +43% | +$359K | ﹤0.01% | 985 |
|
|
2022
Q4 | $770K | Buy |
8,555
+3,686
| +76% | +$332K | ﹤0.01% | 1161 |
|
|
2022
Q3 | $413K | Hold |
4,869
| – | – | ﹤0.01% | 1438 |
|
|
2022
Q2 | $437K | Buy |
+4,869
| New | +$437K | ﹤0.01% | 1384 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$8K | – | 3730 |
|
|
2014
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2801 |
|