Carroll Financial Associates’s iShares Russell Top 200 ETF IWL Stock Holding History

Carroll Financial Associates’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 Q4	$17K	Hold	155	–	–	﹤0.01%	1016
2021 Q3	$15K	Hold	155	–	–	﹤0.01%	1076
2021 Q2	$15K	Hold	155	–	–	﹤0.01%	1166
2021 Q1	$14K	Hold	155	–	–	﹤0.01%	1127
2020 Q4	$13K	Hold	155	–	–	﹤0.01%	1035
2020 Q3	$12K	Hold	155	–	–	﹤0.01%	987
2020 Q2	$11K	Hold	155	–	–	﹤0.01%	1011
2020 Q1	$9K	Hold	155	–	–	﹤0.01%	977
2019 Q4	$11K	Buy	+155	New	+$11.1K	﹤0.01%	1022

Other funds holding IWL

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

Carroll Financial Associates's IWL Position: Q4 2021 in Review

Carroll Financial Associates held its iShares Russell Top 200 ETF (IWL) position steady in Q4 2021 at 155 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Carroll Financial Associates first reported a position in IWL in Q4 2019 and has held it in 9 quarters since. 117 funds tracked by Wall St. Rank hold IWL as of Q4 2021.

Carroll Financial Associates held 155 shares of iShares Russell Top 200 ETF worth $17K as of Q4 2021.
Carroll Financial Associates left its iShares Russell Top 200 ETF share count unchanged in Q4 2021.
iShares Russell Top 200 ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1016 holding.
Carroll Financial Associates first reported a position in iShares Russell Top 200 ETF in Q4 2019 and has held it in 9 quarters since.
117 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.