United Capital Financial Advisors’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
2022
Q4
Sell
-6,548
Closed -$556K 1080
2022
Q3
$556K Hold
6,548
﹤0.01% 740
2022
Q2
$588K Buy
+6,548
New +$588K ﹤0.01% 757
2015
Q4
Sell
-34,083
Closed -$1.49M 1253
2015
Q3
$1.49M Buy
+34,083
New +$1.49M 0.02% 587