Stratos 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
2026 Q1	$8.15M	Sell	50,794 -1,506	-3%	-$254K	0.09%	230
2025 Q4	$8.92M	Buy	52,300 +9,484	+22%	+$1.6M	0.1%	211
2025 Q3	$7.11M	Buy	42,816 +23,082	+117%	+$3.67M	0.08%	242
2025 Q2	$3.02M	Sell	19,734 -96	-0.5%	-$13.5K	0.04%	387
2025 Q1	$2.72M	Sell	19,830 -417	-2%	-$60.5K	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%	-$57.1K	0.04%	373
2024 Q2	$2.8M	Sell	20,920 -808	-4%	-$103K	0.04%	362
2024 Q1	$2.76M	Sell	21,728 -604	-3%	-$73.2K	0.05%	370
2023 Q4	$2.57M	Buy	22,332 +16	+0.1%	+$1.73K	0.05%	352
2023 Q3	$2.31M	Buy	22,316 +330	+2%	+$35.4K	0.05%	354
2023 Q2	$2.34M	Buy	21,986 +3,337	+18%	+$335K	0.05%	322
2023 Q1	$1.81M	Buy	18,649 +105	+0.6%	+$9.88K	0.05%	344
2022 Q4	$1.67M	Hold	18,544	–	–	0.04%	385
2022 Q3	$1.57M	Buy	18,544 +547	+3%	+$51.7K	0.04%	364
2022 Q2	$1.62M	Sell	17,997 -3,385	-16%	-$329K	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%	+$104K	0.06%	296
2021 Q2	$2.1M	Sell	20,403 -601	-3%	-$60K	0.05%	327
2021 Q1	$1.99M	Buy	21,004 +5,826	+38%	+$540K	0.06%	302
2020 Q4	$1.37M	Hold	15,178	–	–	0.04%	363
2020 Q3	$1.23M	Buy	15,178 +446	+3%	+$35.7K	0.04%	353
2020 Q2	$1.09M	Sell	14,732 -2,784	-16%	-$195K	0.04%	364
2020 Q1	$1.08M	Buy	+17,516	New	+$1.26M	0.05%	312

Other funds holding IWL