IFP Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $92.2K | Sell |
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2025
Q1 | $195K | Sell |
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2024
Q4 | $233K | Sell |
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2024
Q3 | $229K | Sell |
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2024
Q2 | $6.74M | Sell |
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2024
Q1 | $6.47M | Buy |
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2023
Q4 | $87.8K | Hold |
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2023
Q3 | $78.9K | Hold |
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2023
Q2 | $81.4K | Hold |
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2023
Q1 | $48.3K | Sell |
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2022
Q4 | $68K | Hold |
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2022
Q3 | $68K | Hold |
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2022
Q2 | $68K | Hold |
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2022
Q1 | $68K | Buy |
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2021
Q3 | – | Hold |
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2021
Q2 | – | Hold |
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2021
Q1 | – | Hold |
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2020
Q4 | – | Hold |
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2020
Q3 | – | Hold |
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2020
Q2 | – | Hold |
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2020
Q1 | – | Hold |
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2019
Q4 | – | Hold |
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2019
Q3 | – | Hold |
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2019
Q1 | – | Sell |
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2018
Q4 | $14K | Hold |
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2018
Q3 | $16K | Hold |
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2018
Q2 | $15K | Buy |
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2017
Q4 | – | Sell |
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2017
Q3 | $7K | Hold |
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2017
Q2 | $7K | Hold |
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2017
Q1 | $7K | Hold |
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2016
Q4 | $6K | Hold |
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2016
Q3 | $6K | Hold |
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2016
Q2 | $6K | Buy |
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2016
Q1 | – | Sell |
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2015
Q4 | $6K | Buy |
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