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