FPCG
Forum Private Client Group’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Sell |
4,525
-3
| -0.1% | -$459 | 0.27% | 40 |
|
|
2025
Q1 | $622K | Buy |
4,528
+5
| +0.1% | +$687 | 0.27% | 40 |
|
|
2024
Q4 | $655K | Buy |
4,523
+352
| +8% | +$50.9K | 0.29% | 39 |
|
|
2024
Q3 | $586K | Sell |
4,171
-291
| -7% | -$40.9K | 0.26% | 40 |
|
|
2024
Q2 | $598K | Sell |
4,462
-161
| -3% | -$21.6K | 0.28% | 39 |
|
|
2024
Q1 | $588K | Sell |
4,623
-503
| -10% | -$63.9K | 0.28% | 42 |
|
|
2023
Q4 | $590K | Buy |
+5,126
| New | +$590K | 0.31% | 42 |
|
|
2023
Q3 | – | Sell |
-5,771
| Closed | -$615K | – | 36 |
|
|
2023
Q2 | $615K | Sell |
5,771
-1,098
| -16% | -$117K | 0.35% | 42 |
|
|
2023
Q1 | $668K | Sell |
6,869
-310
| -4% | -$30.2K | 0.42% | 39 |
|
|
2022
Q4 | $646K | Sell |
7,179
-1,474
| -17% | -$133K | 0.45% | 39 |
|
|
2022
Q3 | $735K | Sell |
8,653
-4,039
| -32% | -$343K | 0.55% | 35 |
|
|
2022
Q2 | $1.14M | Buy |
12,692
+28
| +0.2% | +$2.52K | 0.83% | 29 |
|
|
2022
Q1 | $1.37M | Buy |
+12,664
| New | +$1.37M | 1.06% | 24 |
|