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

Dechtman Wealth Management’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$524K 2.47% 9
2024
Q2 		$12M Sell
89,652
-2,426
-3% -$310K 2.68% 9
2024
Q1 		$11.7M Sell
92,078
-942
-1% -$114K 2.73% 10
2023
Q4 		$10.7M Sell
93,020
-2,243
-2% -$243K 2.82% 10
2023
Q3 		$9.85M Sell
95,263
-2,931
-3% -$314K 2.92% 8
2023
Q2 		$10.5M Buy
+98,194
New +$9.87M 3.12% 8

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.26B AUM 18.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return