Toth Financial 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 | $364K | Hold |
2,380
| – | – | 0.04% | 180 |
|
|
2025
Q1 | $327K | Hold |
2,380
| – | – | 0.04% | 184 |
|
|
2024
Q4 | $344K | Hold |
2,380
| – | – | 0.04% | 180 |
|
|
2024
Q3 | $334K | Sell |
2,380
-870
| -27% | -$122K | 0.04% | 185 |
|
|
2024
Q2 | $435K | Hold |
3,250
| – | – | 0.06% | 160 |
|
|
2024
Q1 | $413K | Buy |
3,250
+635
| +24% | +$80.7K | 0.05% | 169 |
|
|
2023
Q4 | $301K | Buy |
+2,615
| New | +$301K | 0.04% | 189 |
|