Merkkuri Wealth Advisors’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
$251K Sell
1,638
-1,300
-44% -$199K 0.19% 77
2025
Q1
$404K Sell
2,938
-934
-24% -$128K 0.35% 60
2024
Q4
$560K Buy
3,872
+11
+0.3% +$1.59K 0.44% 51
2024
Q3
$542K Buy
3,861
+13
+0.3% +$1.83K 0.43% 56
2024
Q2
$516K Buy
+3,848
New +$516K 0.47% 50