Calamos Advisors
IWL icon

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

Calamos 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
2021
Q1 		– Sell
-4,150
Closed -$375K – 931
2020
Q4 		$375K Sell
4,150
-4,800
-54% -$410K ﹤0.01% 722
2020
Q3 		$727K Buy
8,950
+5,350
+149% +$428K ﹤0.01% 670
2020
Q2 		$267K Buy
+3,600
New +$252K ﹤0.01% 691

Other funds holding IWL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Calamos Advisors's IWL Position: Q1 2021 in Review

Calamos Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q1 2021, closing a stake of 4,150 shares — an estimated $375K sold.

Calamos Advisors first reported a position in IWL in Q2 2020 and held it in 3 quarters. The position peaked at $727K in Q3 2020. 91 funds tracked by Wall St. Rank hold IWL as of Q1 2021.

  • Calamos Advisors reported no remaining iShares Russell Top 200 ETF position as of Q1 2021 after selling out during the quarter.
  • Calamos Advisors sold 4,150 iShares Russell Top 200 ETF shares in Q1 2021, an estimated $375K.
  • Calamos Advisors first reported a position in iShares Russell Top 200 ETF in Q2 2020 and held it in 3 quarters.
  • Calamos Advisors's iShares Russell Top 200 ETF position peaked at $727K in Q3 2020.
  • 91 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2021.

Based on Calamos Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.