9258 Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

9258 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	$3.35M	Sell	23,853 -2,155	-8%	-$292K	0.5%	40
2024 Q2	$3.48M	Sell	26,008 -3,392	-12%	-$433K	0.54%	39
2024 Q1	$3.74M	Buy	29,400 +677	+2%	+$82.1K	0.58%	35
2023 Q4	$3.31M	Buy	28,723 +2,801	+11%	+$303K	0.58%	36
2023 Q3	$2.68M	Sell	25,922 -502	-2%	-$53.8K	0.52%	43
2023 Q2	$2.82M	Sell	26,424 -10,128	-28%	-$1.02M	0.53%	39
2023 Q1	$3.56M	Sell	36,552 -81,593	-69%	-$7.68M	0.72%	30
2022 Q4	$10.6M	Buy	118,145 +17,347	+17%	+$1.57M	2.3%	9
2022 Q3	$8.56M	Buy	100,798 +39,017	+63%	+$3.69M	2.19%	8
2022 Q2	$5.55M	Buy	61,781 +32,432	+111%	+$3.16M	1.42%	12
2022 Q1	$3.17M	Buy	+29,349	New	+$3.13M	0.74%	26

Other funds holding IWL

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

9258 Wealth Management's IWL Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares Russell Top 200 ETF (IWL) stake by 8.3% in Q3 2024, selling an estimated $292K and leaving 23,853 shares worth $3.35M. The position accounts for 0.5% of the portfolio, ranked #40.

9258 Wealth Management first reported a position in IWL in Q1 2022 and has held it in 11 quarters since. The position peaked at $10.6M in Q4 2022. 160 funds tracked by Wall St. Rank hold IWL as of Q3 2024.

9258 Wealth Management held 23,853 shares of iShares Russell Top 200 ETF worth $3.35M as of Q3 2024.
9258 Wealth Management sold 2,155 iShares Russell Top 200 ETF shares in Q3 2024, an estimated $292K.
iShares Russell Top 200 ETF made up 0.5% of 9258 Wealth Management's portfolio in Q3 2024, its #40 holding.
9258 Wealth Management first reported a position in iShares Russell Top 200 ETF in Q1 2022 and has held it in 11 quarters since.
9258 Wealth Management's iShares Russell Top 200 ETF position peaked at $10.6M in Q4 2022.
160 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.