Steward Partners Investment Advisory’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	$203K	Hold	1,327	–	–	﹤0.01%	1757
2025 Q1	$182K	Hold	1,327	–	–	﹤0.01%	1692
2024 Q4	$192K	Hold	1,327	–	–	﹤0.01%	1643
2024 Q3	$186K	Buy	1,327 +884	+200%	+$124K	﹤0.01%	1562
2024 Q2	$59.3K	Buy	+443	New	+$59.3K	﹤0.01%	2021