Proficio Capital Partners’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 | – | Sell |
-170,695
| Closed | -$23.5M | – | 456 |
|
2025
Q1 | $23.5M | Buy |
+170,695
| New | +$23.5M | 1.81% | 10 |
|
2024
Q3 | – | Sell |
-234,876
| Closed | -$31.5M | – | 314 |
|
2024
Q2 | $31.5M | Buy |
+234,876
| New | +$31.5M | 3.3% | 8 |
|
2023
Q1 | – | Sell |
-133,235
| Closed | -$12M | – | 298 |
|
2022
Q4 | $12M | Buy |
+133,235
| New | +$12M | 2.27% | 8 |
|