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

Silverlake 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
Q3 		– Sell
-2,000
Closed -$268K – 290
2024
Q2 		$268K Hold
2,000
– – 0.11% 206
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 +$201K 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 +$452K 0.25% 101

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Silverlake Wealth Management's IWL Position: Q3 2024 in Review

Silverlake Wealth Management sold out of iShares Russell Top 200 ETF (IWL) in Q3 2024, closing a stake of 2,000 shares — an estimated $268K sold.

Silverlake Wealth Management first reported a position in IWL in Q4 2021 and held it in 7 quarters. The position peaked at $467K in Q4 2021. 160 funds tracked by Wall St. Rank hold IWL as of Q3 2024.

  • Silverlake Wealth Management reported no remaining iShares Russell Top 200 ETF position as of Q3 2024 after selling out during the quarter.
  • Silverlake Wealth Management sold 2,000 iShares Russell Top 200 ETF shares in Q3 2024, an estimated $268K.
  • Silverlake Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2021 and held it in 7 quarters.
  • Silverlake Wealth Management's iShares Russell Top 200 ETF position peaked at $467K in Q4 2021.
  • 160 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2024.

Based on Silverlake Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.