First Pacific Financial’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 | $98K | Buy |
640
+2
| +0.3% | +$306 | 0.01% | 203 |
|
2025
Q1 | $87.7K | Sell |
638
-1,916
| -75% | -$263K | 0.02% | 169 |
|
2024
Q4 | $370K | Sell |
2,554
-116
| -4% | -$16.8K | 0.09% | 114 |
|
2024
Q3 | $375K | Sell |
2,670
-63
| -2% | -$8.85K | 0.09% | 112 |
|
2024
Q2 | $366K | Sell |
2,733
-161
| -6% | -$21.6K | 0.09% | 105 |
|
2024
Q1 | $368K | Sell |
2,894
-1
| -0% | -$127 | 0.1% | 105 |
|
2023
Q4 | $333K | Buy |
2,895
+580
| +25% | +$66.8K | 0.1% | 106 |
|
2023
Q3 | $239K | Hold |
2,315
| – | – | 0.11% | 101 |
|
2023
Q2 | $247K | Sell |
2,315
-597
| -21% | -$63.7K | 0.1% | 103 |
|
2023
Q1 | $283K | Sell |
2,912
-7,780
| -73% | -$757K | 0.13% | 102 |
|
2022
Q4 | $962K | Sell |
10,692
-984
| -8% | -$88.5K | 0.47% | 38 |
|
2022
Q3 | $991K | Buy |
+11,676
| New | +$991K | 0.57% | 25 |
|