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

Childress Capital 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
Q4 		– Sell
-22,932
Closed -$2.36M – 179
2021
Q3 		$2.36M Buy
+22,932
New +$2.43M 0.96% 20

Other funds holding IWL

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

Childress Capital Advisors's IWL Position: Q4 2021 in Review

Childress Capital Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q4 2021, closing a stake of 22,932 shares — an estimated $2.36M sold.

Childress Capital Advisors first reported a position in IWL in Q3 2021 and held it in 1 quarter. The position peaked at $2.36M in Q3 2021. 117 funds tracked by Wall St. Rank hold IWL as of Q4 2021.

  • Childress Capital Advisors reported no remaining iShares Russell Top 200 ETF position as of Q4 2021 after selling out during the quarter.
  • Childress Capital Advisors sold 22,932 iShares Russell Top 200 ETF shares in Q4 2021, an estimated $2.36M.
  • Childress Capital Advisors first reported a position in iShares Russell Top 200 ETF in Q3 2021 and held it in 1 quarter.
  • Childress Capital Advisors's iShares Russell Top 200 ETF position peaked at $2.36M in Q3 2021.
  • 117 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2021.

Based on Childress Capital Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.