McKinley Carter Wealth Services’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.6M | Sell |
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|
2025
Q2 | $31.7M | Sell |
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|
2025
Q1 | $29.6M | Sell |
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|
2024
Q4 | $52.9M | Sell |
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|
2024
Q3 | $53M | Sell |
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|
2024
Q2 | $52.8M | Buy |
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|
2024
Q1 | $48.9M | Buy |
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|
2023
Q4 | $41.8M | Buy |
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|
2023
Q3 | $28M | Sell |
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|
2023
Q2 | $29M | Sell |
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|
2023
Q1 | $33.4M | Sell |
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|
2022
Q4 | $32.7M | Buy |
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|
2022
Q3 | $30.7M | Buy |
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|
2022
Q2 | $29.4M | Buy |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $244K | Sell |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $242K | Sell |
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|
2021
Q1 | $374K | Buy |
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|
2020
Q4 | $340K | Buy |
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