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

Bartlett & Co’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	-$2K	–	1214
2022 Q2	$2K	Buy	+24	New	+$2.33K	﹤0.01%	1170

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 $1.73B AUM 17.28% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 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

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

Bartlett & Co sold out of iShares Russell Top 200 ETF (IWL) in Q3 2022, closing a stake of 24 shares — an estimated $2K sold.

Bartlett & Co first reported a position in IWL in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 116 funds tracked by Wall St. Rank hold IWL as of Q3 2022.

Bartlett & Co reported no remaining iShares Russell Top 200 ETF position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 24 iShares Russell Top 200 ETF shares in Q3 2022, an estimated $2K.
Bartlett & Co first reported a position in iShares Russell Top 200 ETF in Q2 2022 and held it in 1 quarter.
Bartlett & Co's iShares Russell Top 200 ETF position peaked at $2K in Q2 2022.
116 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.