Northwestern Mutual Wealth Management’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 | $3.47M | Sell |
22,694
-9,662
| -30% | -$1.48M | ﹤0.01% | 790 |
|
|
2025
Q1 | $4.45M | Buy |
32,356
+9,412
| +41% | +$1.29M | ﹤0.01% | 683 |
|
|
2024
Q4 | $3.32M | Buy |
22,944
+4,475
| +24% | +$648K | ﹤0.01% | 721 |
|
|
2024
Q3 | $2.59M | Buy |
18,469
+3,803
| +26% | +$534K | ﹤0.01% | 780 |
|
|
2024
Q2 | $1.96M | Buy |
14,666
+3,921
| +36% | +$525K | ﹤0.01% | 819 |
|
|
2024
Q1 | $1.37M | Buy |
10,745
+9,232
| +610% | +$1.17M | ﹤0.01% | 912 |
|
|
2023
Q4 | $174K | Sell |
1,513
-139
| -8% | -$16K | ﹤0.01% | 1557 |
|
|
2023
Q3 | $171K | Sell |
1,652
-84
| -5% | -$8.69K | ﹤0.01% | 1512 |
|
|
2023
Q2 | $185K | Sell |
1,736
-450
| -21% | -$48K | ﹤0.01% | 1498 |
|
|
2023
Q1 | $213K | Buy |
2,186
+1,188
| +119% | +$116K | ﹤0.01% | 1418 |
|
|
2022
Q4 | $89.8K | Buy |
998
+147
| +17% | +$13.2K | ﹤0.01% | 1696 |
|
|
2022
Q3 | $72K | Buy |
851
+89
| +12% | +$7.53K | ﹤0.01% | 1761 |
|
|
2022
Q2 | $68K | Sell |
762
-557
| -42% | -$49.7K | ﹤0.01% | 1794 |
|
|
2022
Q1 | $143K | Buy |
1,319
+996
| +308% | +$108K | ﹤0.01% | 1561 |
|
|
2021
Q4 | $37K | Buy |
323
+2
| +0.6% | +$229 | ﹤0.01% | 2097 |
|
|
2021
Q3 | $33K | Hold |
321
| – | – | ﹤0.01% | 2043 |
|
|
2021
Q2 | $33K | Buy |
321
+72
| +29% | +$7.4K | ﹤0.01% | 1994 |
|
|
2021
Q1 | $24K | Sell |
249
-334
| -57% | -$32.2K | ﹤0.01% | 1992 |
|
|
2020
Q4 | $53K | Sell |
583
-388
| -40% | -$35.3K | ﹤0.01% | 1631 |
|
|
2020
Q3 | $79K | Buy |
971
+724
| +293% | +$58.9K | ﹤0.01% | 1354 |
|
|
2020
Q2 | $18K | Buy |
+247
| New | +$18K | ﹤0.01% | 1746 |
|
|
2016
Q2 | – | Sell |
-1,000
| Closed | -$47K | – | 2155 |
|
|
2016
Q1 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 913 |
|
|
2015
Q4 | $47K | Buy |
+1,000
| New | +$47K | ﹤0.01% | 801 |
|