Valmark Advisers’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 | $4.48M | Sell |
29,227
-11,587
| -28% | -$1.77M | 0.06% | 123 |
|
|
2025
Q1 | $5.61M | Sell |
40,814
-800
| -2% | -$110K | 0.08% | 98 |
|
|
2024
Q4 | $6.02M | Buy |
41,614
+25,048
| +151% | +$3.62M | 0.09% | 96 |
|
|
2024
Q3 | $2.33M | Sell |
16,566
-1,273
| -7% | -$179K | 0.04% | 178 |
|
|
2024
Q2 | $2.39M | Sell |
17,839
-200
| -1% | -$26.8K | 0.04% | 158 |
|
|
2024
Q1 | $2.29M | Sell |
18,039
-35
| -0.2% | -$4.45K | 0.04% | 154 |
|
|
2023
Q4 | $2.08M | Sell |
18,074
-760
| -4% | -$87.5K | 0.04% | 159 |
|
|
2023
Q3 | $1.95M | Buy |
18,834
+898
| +5% | +$92.8K | 0.04% | 145 |
|
|
2023
Q2 | $1.91M | Buy |
17,936
+3,572
| +25% | +$381K | 0.04% | 149 |
|
|
2023
Q1 | $1.4M | Sell |
14,364
-34
| -0.2% | -$3.31K | 0.03% | 185 |
|
|
2022
Q4 | $1.3M | Buy |
14,398
+2,791
| +24% | +$251K | 0.03% | 181 |
|
|
2022
Q3 | $985K | Sell |
11,607
-2,755
| -19% | -$234K | 0.02% | 188 |
|
|
2022
Q2 | $1.29M | Sell |
14,362
-15,696
| -52% | -$1.41M | 0.03% | 163 |
|
|
2022
Q1 | $3.25M | Sell |
30,058
-60
| -0.2% | -$6.49K | 0.06% | 92 |
|
|
2021
Q4 | $3.43M | Sell |
30,118
-306
| -1% | -$34.9K | 0.06% | 89 |
|
|
2021
Q3 | $3.14M | Buy |
30,424
+8,779
| +41% | +$905K | 0.06% | 86 |
|
|
2021
Q2 | $2.23M | Buy |
21,645
+4,057
| +23% | +$417K | 0.04% | 108 |
|
|
2021
Q1 | $1.67M | Sell |
17,588
-12,992
| -42% | -$1.23M | 0.03% | 130 |
|
|
2020
Q4 | $2.76M | Sell |
30,580
-23,637
| -44% | -$2.13M | 0.06% | 80 |
|
|
2020
Q3 | $4.4M | Buy |
+54,217
| New | +$4.4M | 0.1% | 56 |
|