EWA
IWL icon

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

EP Wealth 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
2023
Q2 		– Sell
-104,096
Closed -$25.4M – 698
2023
Q1 		$25.4M Buy
+104,096
New +$9.79M 0.44% 55

Other funds holding IWL

GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

EP Wealth Advisors's IWL Position: Q2 2023 in Review

EP Wealth Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q2 2023, closing a stake of 104,096 shares — an estimated $25.4M sold.

EP Wealth Advisors first reported a position in IWL in Q1 2023 and held it in 1 quarter. The position peaked at $25.4M in Q1 2023. 131 funds tracked by Wall St. Rank hold IWL as of Q2 2023.

  • EP Wealth Advisors reported no remaining iShares Russell Top 200 ETF position as of Q2 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 104,096 iShares Russell Top 200 ETF shares in Q2 2023, an estimated $25.4M.
  • EP Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2023 and held it in 1 quarter.
  • EP Wealth Advisors's iShares Russell Top 200 ETF position peaked at $25.4M in Q1 2023.
  • 131 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2023.

Based on EP Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.