Silver Oak Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
+8,773
| New | +$1.34M | 0.11% | 196 |
|
|
2024
Q4 | – | Sell |
-12,795
| Closed | -$1.79M | – | 645 |
|
|
2024
Q3 | $1.79M | Buy |
12,795
+238
| +2% | +$33.3K | 0.19% | 114 |
|
|
2024
Q2 | $1.68M | Buy |
+12,557
| New | +$1.68M | 0.25% | 89 |
|
|
2023
Q4 | – | Sell |
-6,492
| Closed | -$671K | – | 517 |
|
|
2023
Q3 | $671K | Sell |
6,492
-2,209
| -25% | -$228K | 0.15% | 139 |
|
|
2023
Q2 | $928K | Buy |
+8,701
| New | +$928K | 0.15% | 145 |
|
|
2022
Q4 | – | Sell |
-6,492
| Closed | -$671K | – | 391 |
|
|
2022
Q3 | $671K | Buy |
+6,492
| New | +$671K | 0.15% | 139 |
|