GeoWealth Management’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 | $2.18M | Sell |
14,229
-37
| -0.3% | -$5.67K | 0.09% | 145 |
|
|
2025
Q1 | $1.96M | Sell |
14,266
-46,949
| -77% | -$6.45M | 0.08% | 147 |
|
|
2024
Q4 | $8.86M | Buy |
61,215
+60,490
| +8,343% | +$8.75M | 0.29% | 60 |
|
|
2024
Q3 | $102K | Buy |
+725
| New | +$102K | ﹤0.01% | 891 |
|
|
2024
Q2 | – | Sell |
-7,787
| Closed | -$990K | – | 908 |
|
|
2024
Q1 | $990K | Buy |
+7,787
| New | +$990K | 0.04% | 295 |
|
|
2022
Q2 | – | Sell |
-2,330
| Closed | -$252K | – | 363 |
|
|
2022
Q1 | $252K | Sell |
2,330
-742
| -24% | -$80.3K | 0.02% | 278 |
|
|
2021
Q4 | $350K | Buy |
+3,072
| New | +$350K | 0.03% | 236 |
|