Oxford Financial Group’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	$4.48M	Sell	29,252 -232	-0.8%	-$35.5K	0.27%	34
2025 Q1	$4.05M	Sell	29,484 -1,068	-3%	-$147K	0.28%	35
2024 Q4	$4.42M	Buy	30,552 +24,855	+436%	+$3.6M	0.29%	35
2024 Q3	$800K	Sell	5,697 -11,359	-67%	-$1.6M	0.05%	97
2024 Q2	$2.28M	Buy	+17,056	New	+$2.28M	0.15%	54