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Baker Avenue Asset Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-180
Closed -$18.6K – 924
2023
Q3 		$18.6K Buy
+180
New +$19.3K ﹤0.01% 662

Other funds holding IWL

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

Baker Avenue Asset Management's IWL Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of iShares Russell Top 200 ETF (IWL) in Q4 2023, closing a stake of 180 shares — an estimated $18.6K sold.

Baker Avenue Asset Management first reported a position in IWL in Q3 2023 and held it in 1 quarter. The position peaked at $18.6K in Q3 2023. 142 funds tracked by Wall St. Rank hold IWL as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining iShares Russell Top 200 ETF position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 180 iShares Russell Top 200 ETF shares in Q4 2023, an estimated $18.6K.
  • Baker Avenue Asset Management first reported a position in iShares Russell Top 200 ETF in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's iShares Russell Top 200 ETF position peaked at $18.6K in Q3 2023.
  • 142 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.