CA
IWL icon

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

Cetera 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
2024
Q1 		$722K Buy
+5,680
New +$689K 0.01% 1351
2023
Q2 		– Sell
-3,666
Closed -$357K – 1712
2023
Q1 		$357K Buy
3,666
+1,195
+48% +$112K 0.01% 1197
2022
Q4 		$222K Buy
+2,471
New +$224K ﹤0.01% 1392
2022
Q1 		– Sell
-1,843
Closed -$210K – 1471
2021
Q4 		$210K Sell
1,843
-1,472
-44% -$162K ﹤0.01% 1295
2021
Q3 		$342K Sell
3,315
-82
-2% -$8.7K 0.01% 1041
2021
Q2 		$349K Buy
+3,397
New +$339K 0.01% 982
2020
Q1 		– Sell
-6,177
Closed -$469K – 894
2019
Q4 		$469K Buy
6,177
+578
+10% +$41.5K 0.02% 586
2019
Q3 		$384K Buy
+5,599
New +$385K 0.02% 620
2019
Q2 		– Sell
-635
Closed -$43K – 1119
2019
Q1 		$43K Buy
+635
New +$40.1K ﹤0.01% 989
2018
Q4 		– Sell
-8,409
Closed -$567K – 907
2018
Q3 		$567K Buy
+8,409
New +$555K 0.03% 517
2014
Q2 		– Sell
-10,000
Closed -$420K – 616
2014
Q1 		$420K Hold
10,000
– – 0.06% 346
2013
Q4 		$420K Buy
+10,000
New +$403K 0.06% 319

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Advisors's IWL Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares Russell Top 200 ETF (IWL) in Q1 2024: 5,680 shares worth $722K. The stake represents 0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in IWL as recently as Q1 2023.

Cetera Advisors first reported a position in IWL in Q4 2013 and has held it in 12 quarters since. 146 funds tracked by Wall St. Rank hold IWL as of Q1 2024.

  • Cetera Advisors held 5,680 shares of iShares Russell Top 200 ETF worth $722K as of Q1 2024.
  • iShares Russell Top 200 ETF was a new Cetera Advisors position in Q1 2024.
  • iShares Russell Top 200 ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1351 holding.
  • Cetera Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2013 and has held it in 12 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2024.

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