Ethos Financial Group’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 | $481K | Sell |
3,144
-49
| -2% | -$7.5K | 0.04% | 271 |
|
|
2025
Q1 | $462K | Hold |
3,193
| – | – | 0.04% | 237 |
|
|
2024
Q4 | $462K | Sell |
3,193
-20
| -0.6% | -$2.89K | 0.06% | 162 |
|
|
2024
Q3 | $451K | Buy |
3,213
+85
| +3% | +$11.9K | 0.07% | 144 |
|
|
2024
Q2 | $419K | Sell |
3,128
-444
| -12% | -$59.5K | 0.07% | 158 |
|
|
2024
Q1 | $454K | Buy |
3,572
+596
| +20% | +$75.8K | 0.09% | 155 |
|
|
2023
Q4 | $343K | Sell |
2,976
-323
| -10% | -$37.2K | 0.07% | 178 |
|
|
2023
Q3 | $342K | Buy |
3,299
+392
| +13% | +$40.7K | 0.09% | 122 |
|
|
2023
Q2 | $283K | Hold |
2,907
| – | – | 0.1% | 106 |
|
|
2023
Q1 | $283K | Buy |
+2,907
| New | +$283K | 0.09% | 126 |
|