Oxford Financial Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Oxford Financial Group’s Portfolio IWL Stock Details IWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.86M	Hold
2025 Q2	$4.48M	Sell
2025 Q1	$4.05M	Sell
2024 Q4	$4.42M	Buy
2024 Q3	$800K	Sell
2024 Q2	$2.28M	Buy