Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-72,026
| Closed | -$10.1M | – | 63 |
|
|
2024
Q3 | $10.1M | Buy |
72,026
+51,831
| +257% | +$7.28M | 3.1% | 7 |
|
|
2024
Q2 | $2.71M | Buy |
20,195
+311
| +2% | +$41.7K | 0.9% | 32 |
|
|
2024
Q1 | $2.53M | Sell |
19,884
-218
| -1% | -$27.7K | 0.91% | 32 |
|
|
2023
Q4 | $2.31M | Sell |
20,102
-896
| -4% | -$103K | 0.95% | 33 |
|
|
2023
Q3 | $2.17M | Buy |
20,998
+248
| +1% | +$25.6K | 1.04% | 32 |
|
|
2023
Q2 | $2.21M | Buy |
20,750
+177
| +0.9% | +$18.9K | 1.03% | 34 |
|
|
2023
Q1 | $2M | Sell |
20,573
-4,592
| -18% | -$447K | 1.05% | 30 |
|
|
2022
Q4 | $2.26M | Sell |
25,165
-14,574
| -37% | -$1.31M | 1.31% | 23 |
|
|
2022
Q3 | $3.37M | Buy |
39,739
+440
| +1% | +$37.4K | 2.1% | 18 |
|
|
2022
Q2 | $3.53M | Buy |
39,299
+469
| +1% | +$42.1K | 2.42% | 13 |
|
|
2022
Q1 | $4.2M | Sell |
38,830
-490
| -1% | -$53K | 2.49% | 14 |
|
|
2021
Q4 | $4.48M | Buy |
+39,320
| New | +$4.48M | 2.51% | 14 |
|