McKinley Carter Wealth 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 | $31.7M | Sell |
207,352
-7,798
| -4% | -$1.19M | 1.76% | 11 |
|
|
2025
Q1 | $29.6M | Sell |
215,150
-150,266
| -41% | -$20.6M | 1.82% | 12 |
|
|
2024
Q4 | $52.9M | Sell |
365,416
-11,901
| -3% | -$1.72M | 3.24% | 7 |
|
|
2024
Q3 | $53M | Sell |
377,317
-16,490
| -4% | -$2.32M | 3.2% | 8 |
|
|
2024
Q2 | $52.8M | Buy |
393,807
+9,405
| +2% | +$1.26M | 3.36% | 8 |
|
|
2024
Q1 | $48.9M | Buy |
384,402
+21,529
| +6% | +$2.74M | 3.27% | 8 |
|
|
2023
Q4 | $41.8M | Buy |
362,873
+92,046
| +34% | +$10.6M | 3.06% | 8 |
|
|
2023
Q3 | $28M | Sell |
270,827
-1,113
| -0.4% | -$115K | 2.23% | 7 |
|
|
2023
Q2 | $29M | Sell |
271,940
-71,057
| -21% | -$7.58M | 2.18% | 8 |
|
|
2023
Q1 | $33.4M | Sell |
342,997
-19,983
| -6% | -$1.94M | 2.61% | 8 |
|
|
2022
Q4 | $32.7M | Buy |
362,980
+1,652
| +0.5% | +$149K | 2.77% | 8 |
|
|
2022
Q3 | $30.7M | Buy |
361,328
+33,416
| +10% | +$2.84M | 2.85% | 8 |
|
|
2022
Q2 | $29.5M | Buy |
327,912
+314,287
| +2,307% | +$28.2M | 2.61% | 9 |
|
|
2022
Q1 | $1.47M | Buy |
13,625
+11,488
| +538% | +$1.24M | 0.12% | 117 |
|
|
2021
Q4 | $244K | Sell |
2,137
-360
| -14% | -$41.1K | 0.02% | 268 |
|
|
2021
Q3 | $257K | Buy |
2,497
+141
| +6% | +$14.5K | 0.02% | 256 |
|
|
2021
Q2 | $242K | Sell |
2,356
-1,597
| -40% | -$164K | 0.02% | 256 |
|
|
2021
Q1 | $374K | Buy |
3,953
+184
| +5% | +$17.4K | 0.03% | 215 |
|
|
2020
Q4 | $340K | Buy |
+3,769
| New | +$340K | 0.04% | 197 |
|