Fairfield, Bush & Co’s iShares Russell Top 200 ETF IWL Stock Holding History

Fairfield, Bush & Co’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	–	Sell	-100	Closed	-$11.5K	–	283
2023 Q4	$11.5K	Buy	+100	New	+$10.8K	0.01%	294
2023 Q3	–	Sell	-105	Closed	-$11.2K	–	296
2023 Q2	$11.2K	Buy	+105	New	+$10.6K	﹤0.01%	312

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

Fairfield, Bush & Co's IWL Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of iShares Russell Top 200 ETF (IWL) in Q1 2024, closing a stake of 100 shares — an estimated $11.5K sold.

Fairfield, Bush & Co first reported a position in IWL in Q2 2023 and held it in 2 quarters. The position peaked at $11.5K in Q4 2023. 146 funds tracked by Wall St. Rank hold IWL as of Q1 2024.

Fairfield, Bush & Co reported no remaining iShares Russell Top 200 ETF position as of Q1 2024 after selling out during the quarter.
Fairfield, Bush & Co sold 100 iShares Russell Top 200 ETF shares in Q1 2024, an estimated $11.5K.
Fairfield, Bush & Co first reported a position in iShares Russell Top 200 ETF in Q2 2023 and held it in 2 quarters.
Fairfield, Bush & Co's iShares Russell Top 200 ETF position peaked at $11.5K in Q4 2023.
146 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.