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Advisor Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Advisor Group’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
2019
Q4 		$733K Buy
9,761
+1,118
+13% +$80.2K 0.01% 1407
2019
Q3 		$595K Buy
8,643
+1,098
+15% +$75.4K ﹤0.01% 1490
2019
Q2 		$513K Buy
7,545
+755
+11% +$50.5K ﹤0.01% 1589
2019
Q1 		$446K Buy
6,790
+5,111
+304% +$323K ﹤0.01% 1671
2018
Q4 		$98K Hold
1,679
– – ﹤0.01% 2671
2018
Q3 		$113K Sell
1,679
-158
-9% -$10.4K ﹤0.01% 2667
2018
Q2 		$116K Buy
1,837
+160
+10% +$9.98K ﹤0.01% 2409
2018
Q1 		$102K Sell
1,677
-23
-1% -$1.45K ﹤0.01% 2543
2017
Q4 		$104K Sell
1,700
-1,102
-39% -$65.9K ﹤0.01% 2539
2017
Q3 		$162K Sell
2,802
-275
-9% -$15.6K ﹤0.01% 2014
2017
Q2 		$171K Buy
3,077
+877
+40% +$48.1K ﹤0.01% 1908
2017
Q1 		$118K Buy
2,200
+320
+17% +$17K ﹤0.01% 2041
2016
Q4 		$96K Sell
1,880
-1,266
-40% -$63.1K ﹤0.01% 2097
2016
Q3 		$156K Sell
3,146
-630
-17% -$30.9K ﹤0.01% 1701
2016
Q2 		$179K Buy
+3,776
New +$179K ﹤0.01% 1538

Other funds holding IWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Advisor Group's IWL Position: Q4 2019 in Review

Advisor Group increased its iShares Russell Top 200 ETF (IWL) stake by 13% in Q4 2019, buying an estimated $80.2K and bringing the position to 9,761 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #1407.

Advisor Group first reported a position in IWL in Q2 2016 and has held it in 15 quarters since. 62 funds tracked by Wall St. Rank hold IWL as of Q4 2019.

  • Advisor Group held 9,761 shares of iShares Russell Top 200 ETF worth $733K as of Q4 2019.
  • Advisor Group bought 1,118 iShares Russell Top 200 ETF shares in Q4 2019, an estimated $80.2K.
  • iShares Russell Top 200 ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1407 holding.
  • Advisor Group first reported a position in iShares Russell Top 200 ETF in Q2 2016 and has held it in 15 quarters since.
  • 62 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.