ShoreHaven Wealth 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 | $5.88M | Sell |
38,418
-35
| -0.1% | -$5.36K | 2.41% | 10 |
|
|
2025
Q1 | $5.28M | Sell |
38,453
-75
| -0.2% | -$10.3K | 2.53% | 12 |
|
|
2024
Q4 | $5.58M | Sell |
38,528
-69
| -0.2% | -$9.99K | 2.63% | 11 |
|
|
2024
Q3 | $5.42M | Sell |
38,597
-4,539
| -11% | -$637K | 2.61% | 11 |
|
|
2024
Q2 | $5.78M | Hold |
43,136
| – | – | 3.04% | 9 |
|
|
2024
Q1 | $5.48M | Sell |
43,136
-21
| -0% | -$2.67K | 3.02% | 7 |
|
|
2023
Q4 | $4.97M | Sell |
43,157
-558
| -1% | -$64.2K | 3.02% | 9 |
|
|
2023
Q3 | $4.52M | Sell |
43,715
-154
| -0.4% | -$15.9K | 3.11% | 9 |
|
|
2023
Q2 | $4.68M | Sell |
43,869
-912
| -2% | -$97.3K | 3.13% | 8 |
|
|
2023
Q1 | $4.36M | Sell |
44,781
-29,829
| -40% | -$2.9M | 3.06% | 8 |
|
|
2022
Q4 | $6.71M | Buy |
74,610
+15,946
| +27% | +$1.43M | 4.73% | 4 |
|
|
2022
Q3 | $4.98M | Buy |
58,664
+19,577
| +50% | +$1.66M | 3.8% | 5 |
|
|
2022
Q2 | $3.51M | Buy |
+39,087
| New | +$3.51M | 2.52% | 10 |
|