American Portfolios Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

American Portfolios Advisors’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	$17.2K	Buy	203 +25	+14%	+$2.36K	﹤0.01%	2263
2022 Q2	$16K	Sell	178 -50	-22%	-$4.86K	﹤0.01%	2343
2022 Q1	$24.6K	Sell	228 -83	-27%	-$8.85K	﹤0.01%	2258
2021 Q4	$35.4K	Hold	311	–	–	﹤0.01%	2035
2021 Q3	$32K	Hold	311	–	–	﹤0.01%	2019
2021 Q2	$32K	Hold	311	–	–	﹤0.01%	1971
2021 Q1	$29.5K	Buy	311 +50	+19%	+$4.63K	﹤0.01%	1856
2020 Q4	$23.6K	Hold	261	–	–	﹤0.01%	1743
2020 Q3	$21.2K	Hold	261	–	–	﹤0.01%	1675
2020 Q2	$19.3K	Hold	261	–	–	﹤0.01%	1653
2020 Q1	$16.1K	Hold	261	–	–	﹤0.01%	1610
2019 Q4	$19.6K	Hold	261	–	–	﹤0.01%	1728
2019 Q3	$18K	Sell	261 -25	-9%	-$1.72K	﹤0.01%	1711
2019 Q2	$19.5K	Hold	286	–	–	﹤0.01%	1670
2019 Q1	$18.8K	Hold	286	–	–	﹤0.01%	1604
2018 Q4	$16.7K	Buy	286 +102	+55%	+$6.41K	﹤0.01%	1444
2018 Q3	$12.4K	Hold	184	–	–	﹤0.01%	1668
2018 Q2	$11.6K	Hold	184	–	–	﹤0.01%	1673
2018 Q1	$11.2K	Hold	184	–	–	﹤0.01%	1600
2017 Q4	$11.3K	Buy	+184	New	+$11K	﹤0.01%	1528

Other funds holding IWL

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

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

American Portfolios Advisors's IWL Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Russell Top 200 ETF (IWL) stake by 14% in Q3 2022, buying an estimated $2.36K and bringing the position to 203 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

American Portfolios Advisors first reported a position in IWL in Q4 2017 and has held it in 20 quarters since. The position peaked at $35.4K in Q4 2021. 116 funds tracked by Wall St. Rank hold IWL as of Q3 2022.

American Portfolios Advisors held 203 shares of iShares Russell Top 200 ETF worth $17.2K as of Q3 2022.
American Portfolios Advisors bought 25 iShares Russell Top 200 ETF shares in Q3 2022, an estimated $2.36K.
iShares Russell Top 200 ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2263 holding.
American Portfolios Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Russell Top 200 ETF position peaked at $35.4K in Q4 2021.
116 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.