Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.62M | Sell |
15,027
-273
| -2% | -$29.5K | 0.18% | 65 |
|
|
2021
Q4 | $1.74M | Hold |
15,300
| – | – | 0.15% | 78 |
|
|
2021
Q3 | $1.58M | Hold |
15,300
| – | – | 0.15% | 78 |
|
|
2021
Q2 | $1.57M | Hold |
15,300
| – | – | 0.25% | 50 |
|
|
2021
Q1 | $1.45M | Hold |
15,300
| – | – | 0.29% | 44 |
|
|
2020
Q4 | $1.38M | Hold |
15,300
| – | – | 0.29% | 46 |
|
|
2020
Q3 | $1.24M | Hold |
15,300
| – | – | 0.32% | 46 |
|
|
2020
Q2 | $1.13M | Hold |
15,300
| – | – | 0.31% | 46 |
|
|
2020
Q1 | $942K | Buy |
+15,300
| New | +$942K | 0.29% | 49 |
|