Holos Integrated Wealth’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	$5.88M	Sell	37,077 -93	-0.3%	-$14.7K	3.53%	10
2025 Q1	$5.11M	Sell	37,170 -20,008	-35%	-$2.75M	3.35%	10
2024 Q4	$8.27M	Buy	+57,178	New	+$8.27M	5.66%	5