Leavell Investment Management’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 | $2.22M | Buy |
14,505
+1,290
| +10% | +$198K | 0.1% | 197 |
|
|
2025
Q1 | $1.82M | Hold |
13,215
| – | – | 0.09% | 208 |
|
|
2024
Q4 | $1.91M | Hold |
13,215
| – | – | 0.09% | 199 |
|
|
2024
Q3 | $1.86M | Hold |
13,215
| – | – | 0.09% | 207 |
|
|
2024
Q2 | $1.77M | Sell |
13,215
-540
| -4% | -$72.3K | 0.1% | 195 |
|
|
2024
Q1 | $1.75M | Buy |
13,755
+350
| +3% | +$44.5K | 0.1% | 194 |
|
|
2023
Q4 | $1.54M | Sell |
13,405
-15,225
| -53% | -$1.75M | 0.1% | 198 |
|
|
2023
Q3 | $2.97M | Buy |
+28,630
| New | +$2.97M | 0.21% | 120 |
|
|
2020
Q4 | – | Sell |
-5,674
| Closed | -$461K | – | 377 |
|
|
2020
Q3 | $461K | Hold |
5,674
| – | – | 0.04% | 273 |
|
|
2020
Q2 | $420K | Sell |
5,674
-895
| -14% | -$66.3K | 0.04% | 280 |
|
|
2020
Q1 | $404K | Hold |
6,569
| – | – | 0.05% | 257 |
|
|
2019
Q4 | $494K | Hold |
6,569
| – | – | 0.05% | 266 |
|
|
2019
Q3 | $453K | Hold |
6,569
| – | – | 0.05% | 270 |
|
|
2019
Q2 | $447K | Hold |
6,569
| – | – | 0.05% | 271 |
|
|
2019
Q1 | $431K | Hold |
6,569
| – | – | 0.05% | 272 |
|
|
2018
Q4 | $384K | Buy |
+6,569
| New | +$384K | 0.05% | 271 |
|