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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Dechtman Wealth Management's IWL Position: Q4 2024 in Review

Dechtman Wealth Management reduced its iShares Russell Top 200 ETF (IWL) stake by 71% in Q4 2024, selling an estimated $8.87M and leaving 24,483 shares worth $3.54M. The position accounts for 0.68% of the portfolio, ranked #15.

Dechtman Wealth Management first reported a position in IWL in Q2 2023 and has held it in 7 quarters since. The position peaked at $12M in Q3 2024. 187 funds tracked by Wall St. Rank hold IWL as of Q4 2024.

Dechtman Wealth Management held 24,483 shares of iShares Russell Top 200 ETF worth $3.54M as of Q4 2024.
Dechtman Wealth Management sold 61,305 iShares Russell Top 200 ETF shares in Q4 2024, an estimated $8.87M.
iShares Russell Top 200 ETF made up 0.68% of Dechtman Wealth Management's portfolio in Q4 2024, its #15 holding.
Dechtman Wealth Management first reported a position in iShares Russell Top 200 ETF in Q2 2023 and has held it in 7 quarters since.
Dechtman Wealth Management's iShares Russell Top 200 ETF position peaked at $12M in Q3 2024.
187 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.