Wealth Enhancement Advisory Services’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 | $2.15M | Sell |
13,855
-7,590
| -35% | -$1.18M | ﹤0.01% | 1321 |
|
|
2025
Q1 | $2.95M | Sell |
21,445
-1,561
| -7% | -$214K | 0.01% | 1043 |
|
|
2024
Q4 | $3.33M | Sell |
23,006
-181
| -0.8% | -$26.2K | 0.01% | 946 |
|
|
2024
Q3 | $3.26M | Buy |
23,187
+20,057
| +641% | +$2.82M | 0.01% | 862 |
|
|
2024
Q2 | $419K | Sell |
3,130
-823
| -21% | -$110K | ﹤0.01% | 1748 |
|
|
2024
Q1 | $503K | Buy |
3,953
+496
| +14% | +$63.1K | ﹤0.01% | 1584 |
|
|
2023
Q4 | $398K | Sell |
3,457
-208
| -6% | -$23.9K | ﹤0.01% | 1645 |
|
|
2023
Q3 | $379K | Buy |
+3,665
| New | +$379K | ﹤0.01% | 1594 |
|