Forum Private Client Group’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Sell |
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|
2025
Q1 | $622K | Buy |
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|
2024
Q4 | $655K | Buy |
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|
2024
Q3 | $586K | Sell |
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|
2024
Q2 | $598K | Sell |
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|
2024
Q1 | $588K | Sell |
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|
2023
Q4 | $590K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $615K | Sell |
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|
2023
Q1 | $668K | Sell |
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|
2022
Q4 | $646K | Sell |
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|
2022
Q3 | $735K | Sell |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.37M | Buy |
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