Integrated Wealth Concepts’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 | $5.58M | Buy |
36,466
+32,902
| +923% | +$5.04M | 0.06% | 314 |
|
|
2025
Q1 | $490K | Sell |
3,564
-5,289
| -60% | -$727K | 0.01% | 1148 |
|
|
2024
Q4 | $1.28M | Sell |
8,853
-3,068
| -26% | -$444K | 0.01% | 721 |
|
|
2024
Q3 | $1.67M | Sell |
11,921
-1,145
| -9% | -$161K | 0.02% | 593 |
|
|
2024
Q2 | $1.75M | Sell |
13,066
-17,403
| -57% | -$2.33M | 0.02% | 557 |
|
|
2024
Q1 | $3.87M | Sell |
30,469
-404
| -1% | -$51.4K | 0.06% | 319 |
|
|
2023
Q4 | $3.55M | Sell |
30,873
-3,551
| -10% | -$409K | 0.06% | 305 |
|
|
2023
Q3 | $3.56M | Sell |
34,424
-548
| -2% | -$56.6K | 0.06% | 291 |
|
|
2023
Q2 | $3.73M | Sell |
34,972
-1,799
| -5% | -$192K | 0.06% | 286 |
|
|
2023
Q1 | $3.58M | Sell |
36,771
-1,851
| -5% | -$180K | 0.07% | 250 |
|
|
2022
Q4 | $3.48M | Buy |
38,622
+3,618
| +10% | +$326K | 0.09% | 207 |
|
|
2022
Q3 | $2.97M | Sell |
35,004
-45,943
| -57% | -$3.9M | 0.1% | 207 |
|
|
2022
Q2 | $7.27M | Buy |
+80,947
| New | +$7.27M | 0.23% | 98 |
|