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Silver Oak Securities’s iShares Russell Top 200 ETF IWL Stock Holding History

Silver Oak Securities’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
2026
Q1 		$1.56M Sell
9,721
-3,247
-25% -$547K 0.11% 181
2025
Q4 		$2.23M Buy
12,968
+4,530
+54% +$765K 0.15% 141
2025
Q3 		$1.4M Sell
8,438
-335
-4% -$53.3K 0.1% 199
2025
Q2 		$1.34M Buy
+8,773
New +$1.24M 0.11% 197
2024
Q4 		– Sell
-12,795
Closed -$1.79M – 645
2024
Q3 		$1.79M Buy
12,795
+238
+2% +$32.3K 0.19% 114
2024
Q2 		$1.68M Buy
+12,557
New +$1.6M 0.25% 89
2023
Q4 		– Sell
-6,492
Closed -$671K – 517
2023
Q3 		$671K Sell
6,492
-2,209
-25% -$237K 0.15% 139
2023
Q2 		$928K Buy
+8,701
New +$874K 0.15% 145
2022
Q4 		– Sell
-6,492
Closed -$671K – 389
2022
Q3 		$671K Buy
+6,492
New +$614K 0.15% 139

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GC
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TF
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RIS
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return