ShoreHaven Wealth Partners’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 | $6.37M | Sell |
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|
2025
Q2 | $5.88M | Sell |
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|
2025
Q1 | $5.28M | Sell |
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|
2024
Q4 | $5.58M | Sell |
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|
2024
Q3 | $5.42M | Sell |
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|
2024
Q2 | $5.78M | Hold |
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|
2024
Q1 | $5.48M | Sell |
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|
2023
Q4 | $4.97M | Sell |
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|
2023
Q3 | $4.52M | Sell |
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|
2023
Q2 | $4.68M | Sell |
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|
2023
Q1 | $4.36M | Sell |
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|
2022
Q4 | $6.71M | Buy |
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|
2022
Q3 | $4.98M | Buy |
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|
2022
Q2 | $3.51M | Buy |
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