GenWealth 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	$438K	Sell	2,860 -102	-3%	-$15.6K	0.09%	50
2025 Q1	$407K	Hold	2,962	–	–	0.09%	52
2024 Q4	$429K	Sell	2,962 -1,173	-28%	-$170K	0.1%	48
2024 Q3	$581K	Hold	4,135	–	–	0.13%	46
2024 Q2	$554K	Sell	4,135 -823	-17%	-$110K	0.14%	47
2024 Q1	$630K	Hold	4,958	–	–	0.16%	45
2023 Q4	$571K	Hold	4,958	–	–	0.16%	50
2023 Q3	$513K	Sell	4,958 -326	-6%	-$33.7K	0.16%	48
2023 Q2	$563K	Hold	5,284	–	–	0.16%	49
2023 Q1	$514K	Sell	5,284 -205	-4%	-$19.9K	0.16%	48
2022 Q4	$494K	Hold	5,489	–	–	0.16%	50
2022 Q3	$466K	Sell	5,489 -312	-5%	-$26.5K	0.16%	39
2022 Q2	$521K	Hold	5,801	–	–	0.17%	36
2022 Q1	$627K	Hold	5,801	–	–	0.17%	39
2021 Q4	$661K	Sell	5,801 -11	-0.2%	-$1.25K	0.18%	41
2021 Q3	$599K	Sell	5,812 -421	-7%	-$43.4K	0.18%	36
2021 Q2	$640K	Hold	6,233	–	–	0.19%	35
2021 Q1	$590K	Sell	6,233 -3,402	-35%	-$322K	0.19%	37
2020 Q4	$870K	Hold	9,635	–	–	0.29%	32
2020 Q3	$793K	Hold	9,635	–	–	0.29%	34
2020 Q2	$719K	Hold	9,635	–	–	0.28%	35
2020 Q1	$593K	Hold	9,635	–	–	0.26%	28
2019 Q4	$723K	Hold	9,635	–	–	0.28%	35
2019 Q3	$664K	Hold	9,635	–	–	0.28%	37
2019 Q2	$662K	Hold	9,635	–	–	0.28%	34
2019 Q1	$640K	Hold	9,635	–	–	0.29%	33
2018 Q4	$562K	Hold	9,635	–	–	0.28%	30
2018 Q3	$655K	Hold	9,635	–	–	0.3%	32
2018 Q2	$601K	Sell	9,635 -656	-6%	-$40.9K	0.3%	31
2018 Q1	$625K	Sell	10,291 -349	-3%	-$21.2K	0.32%	29
2017 Q4	$694K	Hold	10,640	–	–	0.35%	32
2017 Q3	$613K	Hold	10,640	–	–	0.37%	30
2017 Q2	$592K	Buy	+10,640	New	+$592K	0.4%	28