5L
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55I LLC’s iShares Russell Top 200 ETF IWL Stock Holding History

55I LLC’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
2022
Q3 		$5.28M Buy
62,139
+19,194
+45% +$1.81M 0.15% 98
2022
Q2 		$3.86M Buy
+42,945
New +$4.18M 0.11% 118

Other funds holding IWL

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
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

55I LLC's IWL Position: Q3 2022 in Review

55I LLC increased its iShares Russell Top 200 ETF (IWL) stake by 45% in Q3 2022, buying an estimated $1.81M and bringing the position to 62,139 shares worth $5.28M. The position accounts for 0.15% of the portfolio, ranked #98.

55I LLC first reported a position in IWL in Q2 2022 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold IWL as of Q3 2022.

  • 55I LLC held 62,139 shares of iShares Russell Top 200 ETF worth $5.28M as of Q3 2022.
  • 55I LLC bought 19,194 iShares Russell Top 200 ETF shares in Q3 2022, an estimated $1.81M.
  • iShares Russell Top 200 ETF made up 0.15% of 55I LLC's portfolio in Q3 2022, its #98 holding.
  • 55I LLC first reported a position in iShares Russell Top 200 ETF in Q2 2022 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.