Envestnet Portfolio Solutions’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 | $9.5M | Buy |
62,014
+335
| +0.5% | +$51.3K | 0.03% | 231 |
|
|
2025
Q1 | $8.48M | Buy |
61,679
+1,593
| +3% | +$219K | 0.03% | 260 |
|
|
2024
Q4 | $8.7M | Sell |
60,086
-21,773
| -27% | -$3.15M | 0.03% | 275 |
|
|
2024
Q3 | $11.5M | Sell |
81,859
-16,025
| -16% | -$2.25M | 0.04% | 226 |
|
|
2024
Q2 | $13.1M | Sell |
97,884
-4,047
| -4% | -$542K | 0.05% | 195 |
|
|
2024
Q1 | $13M | Buy |
101,931
+6,385
| +7% | +$812K | 0.05% | 191 |
|
|
2023
Q4 | $11M | Buy |
95,546
+8,974
| +10% | +$1.03M | 0.05% | 196 |
|
|
2023
Q3 | $8.95M | Buy |
+86,572
| New | +$8.95M | 0.04% | 197 |
|