9WM
9258 Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.35M | Sell |
23,853
-2,155
| -8% | -$303K | 0.5% | 40 |
|
|
2024
Q2 | $3.48M | Sell |
26,008
-3,392
| -12% | -$454K | 0.54% | 39 |
|
|
2024
Q1 | $3.74M | Buy |
29,400
+677
| +2% | +$86.1K | 0.58% | 35 |
|
|
2023
Q4 | $3.31M | Buy |
28,723
+2,801
| +11% | +$322K | 0.58% | 36 |
|
|
2023
Q3 | $2.68M | Sell |
25,922
-502
| -2% | -$51.9K | 0.52% | 43 |
|
|
2023
Q2 | $2.82M | Sell |
26,424
-10,128
| -28% | -$1.08M | 0.53% | 39 |
|
|
2023
Q1 | $3.56M | Sell |
36,552
-81,593
| -69% | -$7.94M | 0.72% | 30 |
|
|
2022
Q4 | $10.6M | Buy |
118,145
+17,347
| +17% | +$1.56M | 2.3% | 9 |
|
|
2022
Q3 | $8.56M | Buy |
100,798
+39,017
| +63% | +$3.31M | 2.19% | 8 |
|
|
2022
Q2 | $5.55M | Buy |
61,781
+32,432
| +111% | +$2.91M | 1.42% | 12 |
|
|
2022
Q1 | $3.17M | Buy |
+29,349
| New | +$3.17M | 0.74% | 26 |
|