Great Valley Advisor Group’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
$3.84M Buy
25,052
+488
+2% +$74.7K 0.09% 204
2025
Q1
$3.38M Buy
24,564
+768
+3% +$106K 0.07% 234
2024
Q4
$3.44M Sell
23,796
-80
-0.3% -$11.6K 0.08% 234
2024
Q3
$3.35M Buy
23,876
+709
+3% +$99.6K 0.08% 236
2024
Q2
$3.1M Buy
+23,167
New +$3.1M 0.09% 225