Kovitz Investment Group Partners’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
$260K Hold
1,700
﹤0.01% 1185
2025
Q1
$234K Buy
+1,700
New +$234K ﹤0.01% 1125