First Allied Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History

First Allied Advisory Services’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
2020 Q3	$384K	Buy	4,734 +922	+24%	+$73.8K	0.01%	811
2020 Q2	$282K	Hold	3,812	–	–	0.01%	862
2020 Q1	$235K	Sell	3,812 -416	-10%	-$29.9K	0.01%	866
2019 Q4	$318K	Buy	4,228 +32	+0.8%	+$2.29K	0.01%	908
2019 Q3	$291K	Buy	4,196 +339	+9%	+$23.3K	0.01%	910
2019 Q2	$262K	Buy	+3,857	New	+$258K	0.01%	955
2018 Q4	–	Sell	-5,413	Closed	-$366K	–	1129
2018 Q3	$366K	Buy	+5,413	New	+$357K	0.01%	825
2018 Q1	–	Sell	-441	Closed	-$27K	–	1319
2017 Q4	$27K	Buy	+441	New	+$26.4K	﹤0.01%	1373

Other funds holding IWL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Allied Advisory Services's IWL Position: Q3 2020 in Review

First Allied Advisory Services increased its iShares Russell Top 200 ETF (IWL) stake by 24% in Q3 2020, buying an estimated $73.8K and bringing the position to 4,734 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #811.

First Allied Advisory Services first reported a position in IWL in Q4 2017 and has held it in 8 quarters since. 80 funds tracked by Wall St. Rank hold IWL as of Q3 2020.

First Allied Advisory Services held 4,734 shares of iShares Russell Top 200 ETF worth $384K as of Q3 2020.
First Allied Advisory Services bought 922 iShares Russell Top 200 ETF shares in Q3 2020, an estimated $73.8K.
iShares Russell Top 200 ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #811 holding.
First Allied Advisory Services first reported a position in iShares Russell Top 200 ETF in Q4 2017 and has held it in 8 quarters since.
80 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.