9258 Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$3.35M Sell
2024
Q2
$3.48M Sell
2024
Q1
$3.74M Buy
2023
Q4
$3.31M Buy
2023
Q3
$2.68M Sell
2023
Q2
$2.82M Sell
2023
Q1
$3.56M Sell
2022
Q4
$10.6M Buy
2022
Q3
$8.56M Buy
2022
Q2
$5.55M Buy
2022
Q1
$3.17M Buy