Wooster Corthell Wealth Management’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 | $1.28M | Buy |
8,331
+1,498
| +22% | +$229K | 0.24% | 42 |
|
|
2025
Q1 | $939K | Buy |
6,833
+912
| +15% | +$125K | 0.19% | 44 |
|
|
2024
Q4 | $857K | Sell |
5,921
-324
| -5% | -$46.9K | 0.19% | 40 |
|
|
2024
Q3 | $877K | Sell |
6,245
-319
| -5% | -$44.8K | 0.19% | 40 |
|
|
2024
Q2 | $879K | Sell |
6,564
-841
| -11% | -$113K | 0.2% | 40 |
|
|
2024
Q1 | $941K | Sell |
7,405
-586
| -7% | -$74.5K | 0.22% | 40 |
|
|
2023
Q4 | $920K | Sell |
7,991
-1,062
| -12% | -$122K | 0.22% | 39 |
|
|
2023
Q3 | $936K | Sell |
9,053
-3,681
| -29% | -$381K | 0.25% | 38 |
|
|
2023
Q2 | $1.36M | Sell |
12,734
-1,641
| -11% | -$175K | 0.35% | 28 |
|
|
2023
Q1 | $1.4M | Buy |
14,375
+28
| +0.2% | +$2.73K | 0.37% | 27 |
|
|
2022
Q4 | $1.29M | Buy |
14,347
+5,663
| +65% | +$510K | 0.37% | 27 |
|
|
2022
Q3 | $737K | Buy |
8,684
+1,677
| +24% | +$142K | 0.22% | 37 |
|
|
2022
Q2 | $629K | Buy |
+7,007
| New | +$629K | 0.18% | 38 |
|