Harbour Investments’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 | $98.9K | Sell |
646
-2,146
| -77% | -$329K | ﹤0.01% | 1512 |
|
2025
Q1 | $384K | Hold |
2,792
| – | – | 0.01% | 822 |
|
2024
Q4 | $404K | Hold |
2,792
| – | – | 0.01% | 767 |
|
2024
Q3 | $392K | Buy |
2,792
+586
| +27% | +$82.3K | 0.01% | 752 |
|
2024
Q2 | $295K | Hold |
2,206
| – | – | 0.01% | 800 |
|
2024
Q1 | $280K | Hold |
2,206
| – | – | 0.01% | 790 |
|
2023
Q4 | $254K | Sell |
2,206
-4
| -0.2% | -$460 | 0.01% | 765 |
|
2023
Q3 | $228K | Buy |
2,210
+481
| +28% | +$49.7K | 0.01% | 740 |
|
2023
Q2 | $184K | Buy |
1,729
+495
| +40% | +$52.8K | 0.01% | 826 |
|
2023
Q1 | $120K | Sell |
1,234
-73
| -6% | -$7.1K | 0.01% | 963 |
|
2022
Q4 | $118K | Buy |
1,307
+9
| +0.7% | +$810 | 0.01% | 945 |
|
2022
Q3 | $117K | Hold |
1,298
| – | – | 0.01% | 901 |
|
2022
Q2 | $117K | Buy |
+1,298
| New | +$117K | 0.01% | 901 |
|
2021
Q4 | $215K | Sell |
1,890
-327
| -15% | -$37.2K | 0.01% | 689 |
|
2021
Q3 | $228K | Buy |
2,217
+111
| +5% | +$11.4K | 0.01% | 958 |
|
2021
Q2 | $217K | Buy |
2,106
+510
| +32% | +$52.6K | 0.01% | 1008 |
|
2021
Q1 | $151K | Buy |
+1,596
| New | +$151K | 0.01% | 1102 |
|