Mason & Associates (Virginia)’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 | $2.91M | Sell |
18,986
-67
| -0.4% | -$10.3K | 0.73% | 14 |
|
|
2025
Q1 | $2.62M | Sell |
19,053
-2,207
| -10% | -$303K | 0.75% | 13 |
|
|
2024
Q4 | $3.08M | Sell |
21,260
-606
| -3% | -$87.7K | 0.92% | 12 |
|
|
2024
Q3 | $3.07M | Sell |
21,866
-226
| -1% | -$31.7K | 0.94% | 12 |
|
|
2024
Q2 | $2.96M | Buy |
22,092
+16,263
| +279% | +$2.18M | 0.97% | 12 |
|
|
2024
Q1 | $741K | Buy |
+5,829
| New | +$741K | 0.56% | 48 |
|