AWA
IWL icon

Arkadios Wealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Arkadios Wealth 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
2024
Q2 		– Sell
-64,053
Closed -$8.14M – 890
2024
Q1 		$8.14M Sell
64,053
-1,720
-3% -$209K 0.63% 30
2023
Q4 		$7.57M Sell
65,773
-1,537
-2% -$166K 0.64% 31
2023
Q3 		$6.96M Buy
67,310
+772
+1% +$82.8K 0.66% 30
2023
Q2 		$7.1M Buy
66,538
+2,192
+3% +$220K 0.83% 22
2023
Q1 		$6.26M Buy
64,346
+578
+0.9% +$54.4K 0.75% 28
2022
Q4 		$5.74M Buy
63,768
+1,617
+3% +$147K 0.76% 28
2022
Q3 		$5.28M Buy
62,151
+5,341
+9% +$505K 0.8% 24
2022
Q2 		$5.1M Buy
56,810
+1,351
+2% +$131K 0.76% 22
2022
Q1 		$5.99M Buy
55,459
+3,192
+6% +$340K 0.79% 22
2021
Q4 		$5.96M Buy
52,267
+14,605
+39% +$1.61M 0.79% 23
2021
Q3 		$3.88M Buy
37,662
+6,207
+20% +$659K 0.56% 34
2021
Q2 		$3.23M Buy
31,455
+823
+3% +$82.1K 0.39% 61
2021
Q1 		$2.9M Buy
30,632
+440
+1% +$40.8K 0.48% 50
2020
Q4 		$2.73M Buy
+30,192
New +$2.58M 0.57% 42

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

Arkadios Wealth Advisors's IWL Position: Q2 2024 in Review

Arkadios Wealth Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q2 2024, closing a stake of 64,053 shares — an estimated $8.14M sold.

Arkadios Wealth Advisors first reported a position in IWL in Q4 2020 and held it in 14 quarters. The position peaked at $8.14M in Q1 2024. 159 funds tracked by Wall St. Rank hold IWL as of Q2 2024.

  • Arkadios Wealth Advisors reported no remaining iShares Russell Top 200 ETF position as of Q2 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 64,053 iShares Russell Top 200 ETF shares in Q2 2024, an estimated $8.14M.
  • Arkadios Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2020 and held it in 14 quarters.
  • Arkadios Wealth Advisors's iShares Russell Top 200 ETF position peaked at $8.14M in Q1 2024.
  • 159 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.