CreativeOne Wealth’s iShares Russell Top 200 ETF IWL Stock Holding History

CreativeOne Wealth’s Portfolio IWL Stock Details IWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.13M	Buy
2025 Q2	$1.6M	Sell
2025 Q1	$1.7M	Sell
2024 Q4	$1.84M	Buy
2024 Q3	$1.62M	Buy
2024 Q2	–	Sell
2024 Q1	$699K	Buy