Silverlake 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
Q3 | – | Sell |
-2,000
| Closed | -$268K | – | 287 |
|
2024
Q2 | $268K | Hold |
2,000
| – | – | 0.11% | 204 |
|
2024
Q1 | $254K | Hold |
2,000
| – | – | 0.13% | 194 |
|
2023
Q4 | $230K | Hold |
2,000
| – | – | 0.13% | 196 |
|
2023
Q3 | $207K | Hold |
2,000
| – | – | 0.12% | 206 |
|
2023
Q2 | $213K | Buy |
+2,000
| New | +$213K | 0.12% | 204 |
|
2022
Q2 | – | Sell |
-4,100
| Closed | -$443K | – | 217 |
|
2022
Q1 | $443K | Hold |
4,100
| – | – | 0.25% | 103 |
|
2021
Q4 | $467K | Buy |
+4,100
| New | +$467K | 0.25% | 101 |
|