Noble 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
25,277
-1,225
| -5% | -$188K | 0.95% | 22 |
|
|
2025
Q1 | $3.64M | Sell |
26,502
-555
| -2% | -$76.3K | 1% | 21 |
|
|
2024
Q4 | $3.93M | Sell |
27,057
-175
| -0.6% | -$25.5K | 1.08% | 19 |
|
|
2024
Q3 | $3.82M | Sell |
27,232
-332
| -1% | -$46.6K | 1.03% | 19 |
|
|
2024
Q2 | $3.69M | Sell |
27,564
-1,586
| -5% | -$212K | 1.06% | 19 |
|
|
2024
Q1 | $3.71M | Sell |
29,150
-5,000
| -15% | -$636K | 1.06% | 19 |
|
|
2023
Q4 | $3.93M | Sell |
34,150
-100
| -0.3% | -$11.5K | 1.19% | 19 |
|
|
2023
Q3 | $3.54M | Sell |
34,250
-1,234
| -3% | -$128K | 1.19% | 20 |
|
|
2023
Q2 | $3.78M | Sell |
35,484
-422
| -1% | -$45K | 1.23% | 19 |
|
|
2023
Q1 | $3.49M | Buy |
+35,906
| New | +$3.49M | 1.19% | 21 |
|