Geneos Wealth Management’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
Q3 | $482K | Buy |
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|
2025
Q2 | $434K | Sell |
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|
2025
Q1 | $546K | Buy |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $286K | Buy |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $257K | Hold |
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|
2023
Q4 | $232K | Hold |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $189K | Sell |
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|
2022
Q4 | $177K | Hold |
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|
2022
Q3 | $166K | Hold |
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|
2022
Q2 | $178K | Hold |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q4 | $221K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | $185K | Sell |
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|
2020
Q4 | $451K | Buy |
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|
2020
Q3 | $86K | Buy |
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|
2020
Q2 | $53K | Buy |
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