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

BDO 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
2020
Q3 		– Sell
-25
Closed -$2K – 916
2020
Q2 		$2K Hold
25
– – ﹤0.01% 630
2020
Q1 		$2K Buy
+25
New +$1.79K ﹤0.01% 677

Other funds holding IWL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's IWL Position: Q3 2020 in Review

BDO Wealth Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q3 2020, closing a stake of 25 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in IWL in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 80 funds tracked by Wall St. Rank hold IWL as of Q3 2020.

  • BDO Wealth Advisors reported no remaining iShares Russell Top 200 ETF position as of Q3 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 25 iShares Russell Top 200 ETF shares in Q3 2020, an estimated $2K.
  • BDO Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2020 and held it in 2 quarters.
  • BDO Wealth Advisors's iShares Russell Top 200 ETF position peaked at $2K in Q2 2020.
  • 80 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2020.

Based on BDO Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.