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Bartlett & Co Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Bartlett & Co 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
Q3 		– Sell
-24
Closed -$2.15K – 1234
2022
Q2 		$2.15K Buy
+24
New +$2.33K ﹤0.01% 1170

Other funds holding IWL

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
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

Bartlett & Co Wealth Management's IWL Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of iShares Russell Top 200 ETF (IWL) in Q3 2022, closing a stake of 24 shares — an estimated $2.15K sold.

Bartlett & Co Wealth Management first reported a position in IWL in Q2 2022 and held it in 1 quarter. The position peaked at $2.15K in Q2 2022. 116 funds tracked by Wall St. Rank hold IWL as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining iShares Russell Top 200 ETF position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 24 iShares Russell Top 200 ETF shares in Q3 2022, an estimated $2.15K.
  • Bartlett & Co Wealth Management first reported a position in iShares Russell Top 200 ETF in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's iShares Russell Top 200 ETF position peaked at $2.15K in Q2 2022.
  • 116 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.