UMB Bank’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 | $98K | Hold |
640
| – | – | ﹤0.01% | 839 |
|
|
2025
Q1 | $87.9K | Sell |
640
-119
| -16% | -$16.4K | ﹤0.01% | 820 |
|
|
2024
Q4 | $110K | Sell |
759
-242
| -24% | -$35K | ﹤0.01% | 676 |
|
|
2024
Q3 | $141K | Hold |
1,001
| – | – | ﹤0.01% | 639 |
|
|
2024
Q2 | $134K | Hold |
1,001
| – | – | ﹤0.01% | 630 |
|
|
2024
Q1 | $127K | Sell |
1,001
-376
| -27% | -$47.8K | ﹤0.01% | 650 |
|
|
2023
Q4 | $158K | Hold |
1,377
| – | – | ﹤0.01% | 632 |
|
|
2023
Q3 | $142K | Hold |
1,377
| – | – | ﹤0.01% | 632 |
|
|
2023
Q2 | $147K | Buy |
1,377
+181
| +15% | +$19.3K | ﹤0.01% | 630 |
|
|
2023
Q1 | $116K | Sell |
1,196
-105
| -8% | -$10.2K | ﹤0.01% | 665 |
|
|
2022
Q4 | $117K | Hold |
1,301
| – | – | ﹤0.01% | 666 |
|
|
2022
Q3 | $110K | Hold |
1,301
| – | – | ﹤0.01% | 709 |
|
|
2022
Q2 | $117K | Sell |
1,301
-605
| -32% | -$54.4K | ﹤0.01% | 725 |
|
|
2022
Q1 | $206K | Hold |
1,906
| – | – | ﹤0.01% | 643 |
|
|
2021
Q4 | $217K | Buy |
+1,906
| New | +$217K | ﹤0.01% | 644 |
|
|
2021
Q3 | – | Sell |
-2,148
| Closed | -$221K | – | 375 |
|
|
2021
Q2 | $221K | Sell |
2,148
-1,195
| -36% | -$123K | 0.01% | 349 |
|
|
2021
Q1 | $317K | Sell |
3,343
-10,216
| -75% | -$969K | 0.01% | 307 |
|
|
2020
Q4 | $1.22M | Buy |
13,559
+3,587
| +36% | +$324K | 0.03% | 208 |
|
|
2020
Q3 | $738K | Hold |
9,972
| – | – | 0.02% | 229 |
|
|
2020
Q2 | $738K | Buy |
9,972
+786
| +9% | +$58.2K | 0.02% | 229 |
|
|
2020
Q1 | $565K | Buy |
+9,186
| New | +$565K | 0.02% | 238 |
|