EA
Efficient Advisors’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 | $617K | Buy |
4,028
+43
| +1% | +$6.58K | 0.04% | 65 |
|
|
2025
Q1 | $548K | Sell |
3,985
-423
| -10% | -$58.1K | 0.04% | 50 |
|
|
2024
Q4 | $638K | Sell |
4,408
-306
| -6% | -$44.3K | 0.04% | 51 |
|
|
2024
Q3 | $662K | Sell |
4,714
-177
| -4% | -$24.9K | 0.04% | 51 |
|
|
2024
Q2 | $655K | Sell |
4,891
-1,231
| -20% | -$165K | 0.04% | 51 |
|
|
2024
Q1 | $778K | Sell |
6,122
-289
| -5% | -$36.7K | 0.05% | 51 |
|
|
2023
Q4 | $738K | Sell |
6,411
-230
| -3% | -$26.5K | 0.05% | 51 |
|
|
2023
Q3 | $686K | Sell |
6,641
-296
| -4% | -$30.6K | 0.05% | 52 |
|
|
2023
Q2 | $740K | Sell |
6,937
-538
| -7% | -$57.4K | 0.05% | 52 |
|
|
2023
Q1 | $727K | Sell |
7,475
-35
| -0.5% | -$3.41K | 0.05% | 51 |
|
|
2022
Q4 | $676K | Sell |
7,510
-535
| -7% | -$48.1K | 0.07% | 46 |
|
|
2022
Q3 | $683K | Sell |
8,045
-144
| -2% | -$12.2K | 0.06% | 40 |
|
|
2022
Q2 | $735K | Sell |
8,189
-688
| -8% | -$61.8K | 0.06% | 39 |
|
|
2022
Q1 | $959K | Sell |
8,877
-216
| -2% | -$23.3K | 0.07% | 39 |
|
|
2021
Q4 | $1.04M | Sell |
9,093
-249
| -3% | -$28.4K | 0.07% | 41 |
|
|
2021
Q3 | $963K | Sell |
9,342
-1,289
| -12% | -$133K | 0.09% | 41 |
|
|
2021
Q2 | $1.09M | Sell |
10,631
-463
| -4% | -$47.6K | 0.14% | 41 |
|
|
2021
Q1 | $1.05M | Sell |
11,094
-1,064
| -9% | -$101K | 0.14% | 40 |
|
|
2020
Q4 | $1.1M | Sell |
12,158
-1,586
| -12% | -$143K | 0.17% | 44 |
|
|
2020
Q3 | $1.12M | Sell |
13,744
-781
| -5% | -$63.4K | 0.2% | 31 |
|
|
2020
Q2 | $1.08M | Sell |
14,525
-513
| -3% | -$38K | 0.2% | 32 |
|
|
2020
Q1 | $926K | Sell |
15,038
-1,409
| -9% | -$86.8K | 0.19% | 34 |
|
|
2019
Q4 | $1.24M | Sell |
16,447
-531
| -3% | -$39.9K | 0.22% | 31 |
|
|
2019
Q3 | $1.17M | Sell |
16,978
-1,218
| -7% | -$83.9K | 0.21% | 30 |
|
|
2019
Q2 | $1.24M | Sell |
18,196
-97
| -0.5% | -$6.6K | 0.22% | 31 |
|
|
2019
Q1 | $1.2M | Sell |
18,293
-1,578
| -8% | -$104K | 0.21% | 32 |
|
|
2018
Q4 | $1.16M | Sell |
19,871
-764
| -4% | -$44.6K | 0.22% | 30 |
|
|
2018
Q3 | $1.39M | Sell |
20,635
-1,085
| -5% | -$73.3K | 0.24% | 29 |
|
|
2018
Q2 | $1.37M | Sell |
21,720
-1,058
| -5% | -$66.7K | 0.23% | 29 |
|
|
2018
Q1 | $1.38M | Sell |
22,778
-431
| -2% | -$26.2K | 0.23% | 29 |
|
|
2017
Q4 | $1.43M | Buy |
23,209
+1,664
| +8% | +$102K | 0.24% | 29 |
|
|
2017
Q3 | $1.24M | Sell |
21,545
-156,001
| -88% | -$8.99M | 0.21% | 29 |
|
|
2017
Q2 | $9.89M | Buy |
177,546
+4,825
| +3% | +$269K | 1.46% | 17 |
|
|
2017
Q1 | $9.31M | Buy |
172,721
+5,302
| +3% | +$286K | 1.3% | 19 |
|
|
2016
Q4 | $8.53M | Buy |
167,419
+5,779
| +4% | +$294K | 1.22% | 19 |
|
|
2016
Q3 | $7.98M | Buy |
161,640
+156,227
| +2,886% | +$7.71M | 1.17% | 19 |
|
|
2016
Q2 | $258K | Buy |
+5,413
| New | +$258K | 0.04% | 62 |
|