Cetera Advisor Networks’s iShares Russell Top 200 ETF IWL Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$560K	Buy	4,406 +58	+1%	+$7.03K	﹤0.01%	1859
2023 Q4	$500K	Sell	4,348 -189	-4%	-$20.4K	﹤0.01%	1879
2023 Q3	$469K	Buy	4,537 +611	+16%	+$65.5K	﹤0.01%	1806
2023 Q2	$419K	Sell	3,926 -722	-16%	-$72.5K	﹤0.01%	1848
2023 Q1	$452K	Sell	4,648 -8,015	-63%	-$754K	﹤0.01%	1767
2022 Q4	$1.14M	Sell	12,663 -5,548	-30%	-$503K	0.01%	1119
2022 Q3	$1.55M	Sell	18,211 -3,949	-18%	-$373K	0.02%	690
2022 Q2	$1.99M	Sell	22,160 -22,466	-50%	-$2.19M	0.03%	592
2022 Q1	$4.82M	Buy	44,626 +6,696	+18%	+$714K	0.06%	323
2021 Q4	$4.32M	Buy	37,930 +11,123	+41%	+$1.23M	0.05%	339
2021 Q3	$2.76M	Buy	26,807 +2,039	+8%	+$216K	0.04%	452
2021 Q2	$2.55M	Buy	+24,768	New	+$2.47M	0.04%	451
2020 Q3	–	Sell	-821	Closed	-$61K	–	2124
2020 Q2	$61K	Buy	+821	New	+$57.5K	﹤0.01%	1794

Other funds holding IWL

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 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

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

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

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

Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

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

Cetera Advisor Networks's IWL Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Russell Top 200 ETF (IWL) stake by 1.3% in Q1 2024, buying an estimated $7.03K and bringing the position to 4,406 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Cetera Advisor Networks first reported a position in IWL in Q2 2020 and has held it in 13 quarters since. The position peaked at $4.82M in Q1 2022. 146 funds tracked by Wall St. Rank hold IWL as of Q1 2024.

Cetera Advisor Networks held 4,406 shares of iShares Russell Top 200 ETF worth $560K as of Q1 2024.
Cetera Advisor Networks bought 58 iShares Russell Top 200 ETF shares in Q1 2024, an estimated $7.03K.
iShares Russell Top 200 ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1859 holding.
Cetera Advisor Networks first reported a position in iShares Russell Top 200 ETF in Q2 2020 and has held it in 13 quarters since.
Cetera Advisor Networks's iShares Russell Top 200 ETF position peaked at $4.82M in Q1 2022.
146 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.