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

Beam 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
-5,110
Closed -$390K – 141
2020
Q2 		$390K Sell
5,110
-3,622
-41% -$253K 0.39% 78
2020
Q1 		$537K Sell
8,732
-22,250
-72% -$1.6M 0.53% 63
2019
Q4 		$2.33M Buy
+30,982
New +$2.22M 2.17% 8

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

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

Beam Wealth Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q3 2020, closing a stake of 5,110 shares — an estimated $390K sold.

Beam Wealth Advisors first reported a position in IWL in Q4 2019 and held it in 3 quarters. The position peaked at $2.33M in Q4 2019. 80 funds tracked by Wall St. Rank hold IWL as of Q3 2020.

  • Beam Wealth Advisors reported no remaining iShares Russell Top 200 ETF position as of Q3 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 5,110 iShares Russell Top 200 ETF shares in Q3 2020, an estimated $390K.
  • Beam Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2019 and held it in 3 quarters.
  • Beam Wealth Advisors's iShares Russell Top 200 ETF position peaked at $2.33M in Q4 2019.
  • 80 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2020.

Based on Beam Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.