Envestnet Asset Management’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 | $3M | Sell |
19,588
-39,164
| -67% | -$6M | ﹤0.01% | 2535 |
|
2025
Q1 | $8.07M | Buy |
58,752
+5,688
| +11% | +$782K | ﹤0.01% | 1802 |
|
2024
Q4 | $7.68M | Buy |
53,064
+6,276
| +13% | +$908K | ﹤0.01% | 1816 |
|
2024
Q3 | $6.57M | Buy |
46,788
+5,239
| +13% | +$736K | ﹤0.01% | 1922 |
|
2024
Q2 | $5.57M | Buy |
41,549
+24,754
| +147% | +$3.32M | ﹤0.01% | 1952 |
|
2024
Q1 | $2.13M | Sell |
16,795
-1,240
| -7% | -$158K | ﹤0.01% | 2530 |
|
2023
Q4 | $2.08M | Buy |
18,035
+563
| +3% | +$64.8K | ﹤0.01% | 2449 |
|
2023
Q3 | $1.81M | Sell |
17,472
-106,817
| -86% | -$11M | ﹤0.01% | 2428 |
|
2023
Q2 | $13.3M | Buy |
124,289
+13,279
| +12% | +$1.42M | 0.01% | 1134 |
|
2023
Q1 | $10.8M | Sell |
111,010
-30,244
| -21% | -$2.94M | 0.01% | 1199 |
|
2022
Q4 | $12.7M | Buy |
141,254
+28,653
| +25% | +$2.58M | 0.01% | 1073 |
|
2022
Q3 | $9.56M | Sell |
112,601
-1,378,123
| -92% | -$117M | 0.01% | 1154 |
|
2022
Q2 | $134M | Sell |
1,490,724
-111,191
| -7% | -$9.99M | 0.07% | 228 |
|
2022
Q1 | $173M | Buy |
1,601,915
+40,796
| +3% | +$4.41M | 0.09% | 207 |
|
2021
Q4 | $178M | Buy |
1,561,119
+296,441
| +23% | +$33.8M | 0.09% | 195 |
|
2021
Q3 | $130M | Sell |
1,264,678
-102,171
| -7% | -$10.5M | 0.07% | 230 |
|
2021
Q2 | $141M | Sell |
1,366,849
-84,205
| -6% | -$8.66M | 0.08% | 217 |
|
2021
Q1 | $137M | Sell |
1,451,054
-254,487
| -15% | -$24.1M | 0.09% | 193 |
|
2020
Q4 | $154M | Buy |
1,705,541
+568,190
| +50% | +$51.3M | 0.12% | 144 |
|
2020
Q3 | $92.4M | Buy |
1,137,351
+429,040
| +61% | +$34.8M | 0.08% | 188 |
|
2020
Q2 | $52.4M | Buy |
708,311
+456,085
| +181% | +$33.8M | 0.05% | 269 |
|
2020
Q1 | $15.5M | Buy |
+252,226
| New | +$15.5M | 0.02% | 531 |
|
2015
Q4 | – | Sell |
-33,548
| Closed | -$1.46M | – | 3030 |
|
2015
Q3 | $1.46M | Buy |
+33,548
| New | +$1.46M | 0.01% | 1089 |
|