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

Align 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
2022
Q4 		$679 Buy
+8
New +$726 ﹤0.01% 199

Other funds holding IWL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $782M AUM 62.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Align Wealth Management's IWL Position: Q4 2022 in Review

Align Wealth Management opened a new position in iShares Russell Top 200 ETF (IWL) in Q4 2022: 8 shares worth $679. The stake represents ﹤0.01% of the portfolio and ranks #199 among its holdings.

124 funds tracked by Wall St. Rank hold IWL as of Q4 2022.

  • Align Wealth Management held 8 shares of iShares Russell Top 200 ETF worth $679 as of Q4 2022.
  • iShares Russell Top 200 ETF was a new Align Wealth Management position in Q4 2022.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Align Wealth Management's portfolio in Q4 2022, its #199 holding.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.