Dechtman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.54M | Sell |
24,483
-61,305
| -71% | -$8.87M | 0.68% | 15 |
|
|
2024
Q3 | $12M | Sell |
85,788
-3,864
| -4% | -$543K | 2.47% | 9 |
|
|
2024
Q2 | $12M | Sell |
89,652
-2,426
| -3% | -$325K | 2.68% | 9 |
|
|
2024
Q1 | $11.7M | Sell |
92,078
-942
| -1% | -$120K | 2.73% | 10 |
|
|
2023
Q4 | $10.7M | Sell |
93,020
-2,243
| -2% | -$258K | 2.82% | 10 |
|
|
2023
Q3 | $9.85M | Sell |
95,263
-2,931
| -3% | -$303K | 2.92% | 8 |
|
|
2023
Q2 | $10.5M | Buy |
+98,194
| New | +$10.5M | 3.12% | 8 |
|