Stifel Financial’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 | $1.79M | Buy |
11,670
+1,314
| +13% | +$201K | ﹤0.01% | 1925 |
|
2025
Q1 | $1.42M | Buy |
10,356
+920
| +10% | +$126K | ﹤0.01% | 2002 |
|
2024
Q4 | $1.37M | Sell |
9,436
-457
| -5% | -$66.1K | ﹤0.01% | 2052 |
|
2024
Q3 | $1.39M | Buy |
9,893
+1,196
| +14% | +$168K | ﹤0.01% | 2009 |
|
2024
Q2 | $1.16M | Buy |
8,697
+3,338
| +62% | +$447K | ﹤0.01% | 2065 |
|
2024
Q1 | $682K | Buy |
5,359
+2,146
| +67% | +$273K | ﹤0.01% | 2427 |
|
2023
Q4 | $370K | Buy |
3,213
+166
| +5% | +$19.1K | ﹤0.01% | 2725 |
|
2023
Q3 | $315K | Buy |
3,047
+797
| +35% | +$82.4K | ﹤0.01% | 2764 |
|
2023
Q2 | $240K | Buy |
2,250
+152
| +7% | +$16.2K | ﹤0.01% | 2948 |
|
2023
Q1 | $204K | Sell |
2,098
-2,921
| -58% | -$284K | ﹤0.01% | 3041 |
|
2022
Q4 | $452K | Buy |
5,019
+1,995
| +66% | +$180K | ﹤0.01% | 2533 |
|
2022
Q3 | $257K | Buy |
+3,024
| New | +$257K | ﹤0.01% | 2816 |
|
2019
Q2 | – | Sell |
-9,307
| Closed | -$611K | – | 3005 |
|
2019
Q1 | $611K | Buy |
+9,307
| New | +$611K | ﹤0.01% | 1947 |
|