LPL Financial’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 | $40.6M | Sell |
265,185
-21,523
| -8% | -$3.3M | 0.01% | 870 |
|
|
2025
Q1 | $39.4M | Sell |
286,708
-19,552
| -6% | -$2.69M | 0.02% | 794 |
|
|
2024
Q4 | $44.3M | Buy |
306,260
+1,302
| +0.4% | +$188K | 0.02% | 707 |
|
|
2024
Q3 | $42.8M | Buy |
304,958
+10,595
| +4% | +$1.49M | 0.02% | 680 |
|
|
2024
Q2 | $39.4M | Sell |
294,363
-40,512
| -12% | -$5.43M | 0.02% | 652 |
|
|
2024
Q1 | $42.6M | Buy |
334,875
+150,932
| +82% | +$19.2M | 0.02% | 592 |
|
|
2023
Q4 | $21.2M | Sell |
183,943
-10,491
| -5% | -$1.21M | 0.01% | 855 |
|
|
2023
Q3 | $20.1M | Sell |
194,434
-26,418
| -12% | -$2.73M | 0.01% | 800 |
|
|
2023
Q2 | $23.6M | Buy |
220,852
+61,604
| +39% | +$6.57M | 0.02% | 721 |
|
|
2023
Q1 | $15.5M | Buy |
159,248
+17,536
| +12% | +$1.71M | 0.01% | 871 |
|
|
2022
Q4 | $12.7M | Buy |
141,712
+392
| +0.3% | +$35.3K | 0.01% | 888 |
|
|
2022
Q3 | $12M | Buy |
141,320
+6,209
| +5% | +$527K | 0.01% | 866 |
|
|
2022
Q2 | $12.1M | Buy |
135,111
+5,209
| +4% | +$468K | 0.01% | 867 |
|
|
2022
Q1 | $14M | Buy |
129,902
+78,865
| +155% | +$8.52M | 0.01% | 811 |
|
|
2021
Q4 | $5.82M | Buy |
51,037
+4,241
| +9% | +$483K | ﹤0.01% | 1362 |
|
|
2021
Q3 | $4.82M | Buy |
46,796
+1,539
| +3% | +$159K | ﹤0.01% | 1417 |
|
|
2021
Q2 | $4.65M | Buy |
45,257
+12,262
| +37% | +$1.26M | ﹤0.01% | 1381 |
|
|
2021
Q1 | $3.13M | Buy |
32,995
+4,686
| +17% | +$444K | ﹤0.01% | 1543 |
|
|
2020
Q4 | $2.56M | Buy |
28,309
+2,244
| +9% | +$203K | ﹤0.01% | 1508 |
|
|
2020
Q3 | $2.12M | Buy |
26,065
+3,947
| +18% | +$321K | ﹤0.01% | 1415 |
|
|
2020
Q2 | $1.64M | Buy |
22,118
+1,934
| +10% | +$143K | ﹤0.01% | 1476 |
|
|
2020
Q1 | $1.24M | Sell |
20,184
-168,350
| -89% | -$10.4M | ﹤0.01% | 1471 |
|
|
2019
Q4 | $14.2M | Buy |
188,534
+4,678
| +3% | +$351K | 0.03% | 461 |
|
|
2019
Q3 | $12.7M | Sell |
183,856
-8,979
| -5% | -$619K | 0.03% | 457 |
|
|
2019
Q2 | $13.1M | Buy |
192,835
+15,926
| +9% | +$1.08M | 0.03% | 430 |
|
|
2019
Q1 | $11.6M | Buy |
176,909
+10,383
| +6% | +$681K | 0.03% | 447 |
|
|
2018
Q4 | $9.72M | Buy |
166,526
+136,898
| +462% | +$7.99M | 0.03% | 453 |
|
|
2018
Q3 | $2M | Buy |
29,628
+2,288
| +8% | +$155K | ﹤0.01% | 1172 |
|
|
2018
Q2 | $1.72M | Sell |
27,340
-1,874
| -6% | -$118K | ﹤0.01% | 1228 |
|
|
2018
Q1 | $1.77M | Sell |
29,214
-476
| -2% | -$28.9K | ﹤0.01% | 1181 |
|
|
2017
Q4 | $1.83M | Buy |
29,690
+858
| +3% | +$52.7K | 0.01% | 1125 |
|
|
2017
Q3 | $1.66M | Sell |
28,832
-30
| -0.1% | -$1.73K | 0.01% | 1093 |
|
|
2017
Q2 | $1.61M | Buy |
28,862
+599
| +2% | +$33.4K | 0.01% | 1064 |
|
|
2017
Q1 | $1.52M | Sell |
28,263
-1,000
| -3% | -$53.9K | 0.01% | 989 |
|
|
2016
Q4 | $1.5M | Buy |
29,263
+434
| +2% | +$22.2K | 0.01% | 949 |
|
|
2016
Q3 | $1.41M | Sell |
28,829
-256
| -0.9% | -$12.5K | 0.01% | 963 |
|
|
2016
Q2 | $1.39M | Sell |
29,085
-24,513
| -46% | -$1.17M | 0.01% | 961 |
|
|
2016
Q1 | $2.5M | Buy |
53,598
+1,290
| +2% | +$60.2K | 0.01% | 1065 |
|
|
2015
Q4 | $2.41M | Buy |
52,308
+27,623
| +112% | +$1.27M | 0.01% | 1063 |
|
|
2015
Q3 | $1.12M | Buy |
24,685
+1,078
| +5% | +$48.8K | 0.01% | 1175 |
|
|
2015
Q2 | $1.11M | Buy |
23,607
+10,831
| +85% | +$509K | 0.01% | 1292 |
|
|
2015
Q1 | $593K | Buy |
12,776
+2,432
| +24% | +$113K | ﹤0.01% | 1732 |
|
|
2014
Q4 | $488K | Sell |
10,344
-929
| -8% | -$43.8K | ﹤0.01% | 1790 |
|
|
2014
Q3 | $500K | Buy |
11,273
+759
| +7% | +$33.7K | ﹤0.01% | 1789 |
|
|
2014
Q2 | $469K | Buy |
10,514
+450
| +4% | +$20.1K | ﹤0.01% | 1848 |
|
|
2014
Q1 | $428K | Buy |
10,064
+413
| +4% | +$17.6K | ﹤0.01% | 1851 |
|
|
2013
Q4 | $405K | Buy |
9,651
+550
| +6% | +$23.1K | ﹤0.01% | 1880 |
|
|
2013
Q3 | $353K | Buy |
+9,101
| New | +$353K | ﹤0.01% | 1895 |
|