AJO LP’s iShares Russell Top 200 ETF IWL Stock Holding History

AJO LP’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
2018 Q2	–	Sell	-27,326	Closed	-$1.66M	–	678
2018 Q1	$1.66M	Buy	+27,326	New	+$1.72M	0.01%	458

Other funds holding IWL

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CJA

C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

AJO LP's IWL Position: Q2 2018 in Review

AJO LP sold out of iShares Russell Top 200 ETF (IWL) in Q2 2018, closing a stake of 27,326 shares — an estimated $1.66M sold.

AJO LP first reported a position in IWL in Q1 2018 and held it in 1 quarter. The position peaked at $1.66M in Q1 2018. 37 funds tracked by Wall St. Rank hold IWL as of Q2 2018.

AJO LP reported no remaining iShares Russell Top 200 ETF position as of Q2 2018 after selling out during the quarter.
AJO LP sold 27,326 iShares Russell Top 200 ETF shares in Q2 2018, an estimated $1.66M.
AJO LP first reported a position in iShares Russell Top 200 ETF in Q1 2018 and held it in 1 quarter.
AJO LP's iShares Russell Top 200 ETF position peaked at $1.66M in Q1 2018.
37 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2018.

Based on AJO LP's 13F filing for Q2 2018, filed 13 Aug 2018.