Kelly Financial Services’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
Q1 | – | Sell |
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|
2024
Q4 | $1.31M | Sell |
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2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $2.19M | Sell |
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|
2023
Q3 | $2.12M | Sell |
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|
2023
Q2 | $2.35M | Buy |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | $348K | Buy |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $808K | Buy |
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|
2022
Q1 | $158K | Buy |
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