Octavia Wealth Advisors’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 | $257K | Sell |
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|
2025
Q2 | $277K | Buy |
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|
2025
Q1 | $249K | Hold |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $255K | Buy |
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $214K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $279K | Sell |
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|
2021
Q3 | $258K | Sell |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $289K | Sell |
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|
2020
Q4 | $277K | Buy |
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