Patriot Financial Group Insurance Agency’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 | – | Sell |
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|
2025
Q2 | $867K | Sell |
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|
2025
Q1 | $800K | Sell |
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|
2024
Q4 | $993K | Sell |
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|
2024
Q3 | $968K | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $969K | Sell |
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|
2023
Q4 | $907K | Sell |
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|
2023
Q3 | $855K | Sell |
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|
2023
Q2 | $933K | Sell |
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|
2023
Q1 | $871K | Sell |
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|
2022
Q4 | $909K | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $2.19M | Sell |
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|
2021
Q4 | $2.75M | Buy |
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|
2021
Q3 | $2.47M | Sell |
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|
2021
Q2 | $2.52M | Buy |
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|
2021
Q1 | $2.24M | Buy |
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|
2020
Q4 | $2.05M | Buy |
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|
2020
Q3 | $1.84M | Buy |
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|
2020
Q2 | $1.53M | Buy |
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|
2020
Q1 | $673K | Buy |
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|
2019
Q4 | $140K | Buy |
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