Belpointe Asset Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-965	Closed	-$93.9K	–	1969
2023 Q1	$93.9K	Sell	965 -37	-4%	-$3.48K	0.01%	1345
2022 Q4	$90.2K	Buy	+1,002	New	+$90.9K	0.01%	1291
2022 Q2	–	Sell	-1,299	Closed	-$140K	–	1203
2022 Q1	$140K	Sell	1,299 -2,726	-68%	-$291K	0.01%	1073
2021 Q4	$459K	Sell	4,025 -949	-19%	-$105K	0.03%	544
2021 Q3	$512K	Sell	4,974 -1,238	-20%	-$131K	0.03%	500
2021 Q2	$639K	Buy	6,212 +14	+0.2%	+$1.4K	0.05%	420
2021 Q1	$587K	Buy	6,198 +133	+2%	+$12.3K	0.05%	382
2020 Q4	$548K	Buy	+6,065	New	+$518K	0.05%	380

Other funds holding IWL

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Belpointe Asset Management's IWL Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Russell Top 200 ETF (IWL) in Q2 2023, closing a stake of 965 shares — an estimated $93.9K sold.

Belpointe Asset Management first reported a position in IWL in Q4 2020 and held it in 8 quarters. The position peaked at $639K in Q2 2021. 131 funds tracked by Wall St. Rank hold IWL as of Q2 2023.

Belpointe Asset Management reported no remaining iShares Russell Top 200 ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 965 iShares Russell Top 200 ETF shares in Q2 2023, an estimated $93.9K.
Belpointe Asset Management first reported a position in iShares Russell Top 200 ETF in Q4 2020 and held it in 8 quarters.
Belpointe Asset Management's iShares Russell Top 200 ETF position peaked at $639K in Q2 2021.
131 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.