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Financial Advocates Investment Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Financial Advocates Investment Management’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
2022
Q2 		– Sell
-2,565
Closed -$277K – 738
2022
Q1 		$277K Buy
2,565
+20
+0.8% +$2.13K 0.02% 598
2021
Q4 		$290K Buy
+2,545
New +$281K 0.02% 642

Other funds holding IWL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 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 $1.94B AUM 20.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Financial Advocates Investment Management's IWL Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of iShares Russell Top 200 ETF (IWL) in Q2 2022, closing a stake of 2,565 shares — an estimated $277K sold.

Financial Advocates Investment Management first reported a position in IWL in Q4 2021 and held it in 2 quarters. The position peaked at $290K in Q4 2021. 117 funds tracked by Wall St. Rank hold IWL as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining iShares Russell Top 200 ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,565 iShares Russell Top 200 ETF shares in Q2 2022, an estimated $277K.
  • Financial Advocates Investment Management first reported a position in iShares Russell Top 200 ETF in Q4 2021 and held it in 2 quarters.
  • Financial Advocates Investment Management's iShares Russell Top 200 ETF position peaked at $290K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.