Stratos 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 | $3.02M | Sell |
19,734
-96
| -0.5% | -$14.7K | 0.04% | 387 |
|
|
2025
Q1 | $2.72M | Sell |
19,830
-417
| -2% | -$57.3K | 0.04% | 374 |
|
|
2024
Q4 | $2.93M | Sell |
20,247
-252
| -1% | -$36.5K | 0.04% | 383 |
|
|
2024
Q3 | $2.88M | Sell |
20,499
-421
| -2% | -$59.1K | 0.04% | 373 |
|
|
2024
Q2 | $2.8M | Sell |
20,920
-808
| -4% | -$108K | 0.04% | 362 |
|
|
2024
Q1 | $2.76M | Sell |
21,728
-604
| -3% | -$76.8K | 0.05% | 370 |
|
|
2023
Q4 | $2.57M | Buy |
22,332
+16
| +0.1% | +$1.84K | 0.05% | 352 |
|
|
2023
Q3 | $2.31M | Buy |
22,316
+330
| +2% | +$34.1K | 0.05% | 354 |
|
|
2023
Q2 | $2.34M | Buy |
21,986
+3,337
| +18% | +$356K | 0.05% | 322 |
|
|
2023
Q1 | $1.81M | Buy |
18,649
+105
| +0.6% | +$10.2K | 0.05% | 344 |
|
|
2022
Q4 | $1.67M | Hold |
18,544
| – | – | 0.04% | 385 |
|
|
2022
Q3 | $1.57M | Buy |
18,544
+547
| +3% | +$46.4K | 0.04% | 364 |
|
|
2022
Q2 | $1.62M | Sell |
17,997
-3,385
| -16% | -$304K | 0.04% | 362 |
|
|
2022
Q1 | $2.31M | Hold |
21,382
| – | – | 0.05% | 327 |
|
|
2021
Q4 | $2.44M | Hold |
21,382
| – | – | 0.05% | 307 |
|
|
2021
Q3 | $2.2M | Buy |
21,382
+979
| +5% | +$101K | 0.06% | 296 |
|
|
2021
Q2 | $2.1M | Sell |
20,403
-601
| -3% | -$61.8K | 0.05% | 327 |
|
|
2021
Q1 | $1.99M | Buy |
21,004
+5,826
| +38% | +$552K | 0.06% | 302 |
|
|
2020
Q4 | $1.37M | Hold |
15,178
| – | – | 0.04% | 363 |
|
|
2020
Q3 | $1.23M | Buy |
15,178
+446
| +3% | +$36.2K | 0.04% | 353 |
|
|
2020
Q2 | $1.09M | Sell |
14,732
-2,784
| -16% | -$206K | 0.04% | 364 |
|
|
2020
Q1 | $1.08M | Buy |
+17,516
| New | +$1.08M | 0.05% | 312 |
|