CreativeOne 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 | $1.6M | Sell |
10,467
-1,882
| -15% | -$288K | 0.04% | 400 |
|
|
2025
Q1 | $1.7M | Sell |
12,349
-346
| -3% | -$47.5K | 0.05% | 333 |
|
|
2024
Q4 | $1.84M | Buy |
12,695
+1,193
| +10% | +$173K | 0.06% | 306 |
|
|
2024
Q3 | $1.62M | Buy |
+11,502
| New | +$1.62M | 0.05% | 310 |
|
|
2024
Q2 | – | Sell |
-5,496
| Closed | -$699K | – | 848 |
|
|
2024
Q1 | $699K | Buy |
+5,496
| New | +$699K | 0.03% | 470 |
|