Family Capital 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 | $2.25M | Sell |
14,716
-62
| -0.4% | -$9.49K | 1.18% | 19 |
|
|
2025
Q1 | $2.03M | Sell |
14,778
-69
| -0.5% | -$9.48K | 1.25% | 20 |
|
|
2024
Q4 | $2.15M | Sell |
14,847
-25
| -0.2% | -$3.62K | 1.3% | 19 |
|
|
2024
Q3 | $2.09M | Sell |
14,872
-19
| -0.1% | -$2.67K | 1.35% | 19 |
|
|
2024
Q2 | $1.99M | Hold |
14,891
| – | – | 1.36% | 19 |
|
|
2024
Q1 | $1.89M | Sell |
14,891
-4,772
| -24% | -$607K | 1.32% | 20 |
|
|
2023
Q4 | $2.26M | Hold |
19,663
| – | – | 1.6% | 16 |
|
|
2023
Q3 | $2.03M | Sell |
19,663
-2
| -0% | -$207 | 1.34% | 18 |
|
|
2023
Q2 | $2.1M | Sell |
19,665
-168
| -0.8% | -$17.9K | 1.31% | 19 |
|
|
2023
Q1 | $1.93M | Sell |
19,833
-30,587
| -61% | -$2.98M | 0.83% | 18 |
|
|
2022
Q4 | $4.54M | Buy |
+50,420
| New | +$4.54M | 2.99% | 8 |
|