IA
IFP Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.2K | Sell |
602
-819
| -58% | -$125K | ﹤0.01% | 1684 |
|
|
2025
Q1 | $195K | Sell |
1,421
-190
| -12% | -$26.1K | 0.01% | 1187 |
|
|
2024
Q4 | $233K | Sell |
1,611
-23
| -1% | -$3.33K | 0.01% | 1055 |
|
|
2024
Q3 | $229K | Sell |
1,634
-48,654
| -97% | -$6.83M | 0.01% | 1023 |
|
|
2024
Q2 | $6.74M | Sell |
50,288
-641
| -1% | -$85.9K | 0.27% | 77 |
|
|
2024
Q1 | $6.47M | Buy |
50,929
+50,166
| +6,575% | +$6.38M | 0.28% | 77 |
|
|
2023
Q4 | $87.8K | Hold |
763
| – | – | ﹤0.01% | 1302 |
|
|
2023
Q3 | $78.9K | Hold |
763
| – | – | ﹤0.01% | 1369 |
|
|
2023
Q2 | $81.4K | Hold |
763
| – | – | ﹤0.01% | 1408 |
|
|
2023
Q1 | $48.3K | Sell |
763
-316
| -29% | -$20K | ﹤0.01% | 1589 |
|
|
2022
Q4 | $68K | Hold |
1,079
| – | – | ﹤0.01% | 2014 |
|
|
2022
Q3 | $68K | Hold |
1,079
| – | – | ﹤0.01% | 2144 |
|
|
2022
Q2 | $68K | Hold |
1,079
| – | – | ﹤0.01% | 1945 |
|
|
2022
Q1 | $68K | Buy |
+1,079
| New | +$68K | ﹤0.01% | 1945 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3968 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3712 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3622 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3492 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3368 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3225 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3190 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3230 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3349 |
|
|
2019
Q1 | – | Sell |
-234
| Closed | -$14K | – | 2861 |
|
|
2018
Q4 | $14K | Hold |
234
| – | – | ﹤0.01% | 2297 |
|
|
2018
Q3 | $16K | Hold |
234
| – | – | ﹤0.01% | 2552 |
|
|
2018
Q2 | $15K | Buy |
+234
| New | +$15K | ﹤0.01% | 2609 |
|
|
2017
Q4 | – | Sell |
-126
| Closed | -$7K | – | 3893 |
|
|
2017
Q3 | $7K | Hold |
126
| – | – | ﹤0.01% | 3183 |
|
|
2017
Q2 | $7K | Hold |
126
| – | – | ﹤0.01% | 3193 |
|
|
2017
Q1 | $7K | Hold |
126
| – | – | ﹤0.01% | 3092 |
|
|
2016
Q4 | $6K | Hold |
126
| – | – | ﹤0.01% | 3168 |
|
|
2016
Q3 | $6K | Hold |
126
| – | – | ﹤0.01% | 3118 |
|
|
2016
Q2 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 3017 |
|
|
2016
Q1 | – | Sell |
-126
| Closed | -$6K | – | 2891 |
|
|
2015
Q4 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 2849 |
|