Baystate Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Baystate 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
2023 Q4	$4.03K	Hold	35	–	–	﹤0.01%	936
2023 Q3	$3.62K	Hold	35	–	–	﹤0.01%	727
2023 Q2	$3.73K	Hold	35	–	–	﹤0.01%	751
2023 Q1	$3.41K	Hold	35	–	–	﹤0.01%	750
2022 Q4	$3K	Hold	35	–	–	﹤0.01%	741
2022 Q3	$3K	Hold	35	–	–	﹤0.01%	701
2022 Q2	$3K	Hold	35	–	–	﹤0.01%	717
2022 Q1	$4K	Hold	35	–	–	﹤0.01%	677
2021 Q4	$4K	Buy	+35	New	+$3.86K	﹤0.01%	675
2015 Q3	–	Sell	-8,353	Closed	-$394K	–	57
2015 Q2	$394K	Hold	8,353	–	–	0.11%	35
2015 Q1	$391K	Hold	8,353	–	–	0.11%	38
2014 Q4	$394K	Hold	8,353	–	–	0.13%	39
2014 Q3	$376K	Hold	8,353	–	–	0.12%	39
2014 Q2	$373K	Hold	8,353	–	–	0.12%	36
2014 Q1	$355K	Hold	8,353	–	–	0.13%	35
2013 Q4	$351K	Buy	+8,353	New	+$337K	0.15%	31
2013 Q3	–	Sell	-8,353	Closed	-$305K	–	129
2013 Q2	$305K	Buy	+8,353	New	+$306K	0.15%	34

Other funds holding IWL

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

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

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

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

Baystate Wealth Management's IWL Position: Q4 2023 in Review

Baystate Wealth Management held its iShares Russell Top 200 ETF (IWL) position steady in Q4 2023 at 35 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Baystate Wealth Management first reported a position in IWL in Q2 2013 and has held it in 17 quarters since. The position peaked at $394K in Q2 2015. 142 funds tracked by Wall St. Rank hold IWL as of Q4 2023.

Baystate Wealth Management held 35 shares of iShares Russell Top 200 ETF worth $4.03K as of Q4 2023.
Baystate Wealth Management left its iShares Russell Top 200 ETF share count unchanged in Q4 2023.
iShares Russell Top 200 ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #936 holding.
Baystate Wealth Management first reported a position in iShares Russell Top 200 ETF in Q2 2013 and has held it in 17 quarters since.
Baystate Wealth Management's iShares Russell Top 200 ETF position peaked at $394K in Q2 2015.
142 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.