Kestra Advisory Services’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 | $3.7M | Sell |
24,156
-4,337
| -15% | -$664K | 0.02% | 771 |
|
|
2025
Q1 | $3.92M | Buy |
28,493
+5,154
| +22% | +$708K | 0.02% | 672 |
|
|
2024
Q4 | $3.38M | Buy |
23,339
+1,623
| +7% | +$235K | 0.02% | 748 |
|
|
2024
Q3 | $3.05M | Buy |
21,716
+2,215
| +11% | +$311K | 0.02% | 766 |
|
|
2024
Q2 | $2.56M | Buy |
19,501
+4,419
| +29% | +$579K | 0.01% | 840 |
|
|
2024
Q1 | $1.92M | Buy |
15,082
+12,533
| +492% | +$1.59M | 0.01% | 899 |
|
|
2023
Q4 | $293K | Buy |
2,549
+53
| +2% | +$6.1K | ﹤0.01% | 1861 |
|
|
2023
Q3 | $258K | Buy |
+2,496
| New | +$258K | ﹤0.01% | 1769 |
|