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FNY Investment Advisers’s iShares Russell Top 200 ETF IWL Stock Holding History

FNY Investment Advisers’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
Q4 		– Sell
-100
Closed -$10K – 608
2023
Q3 		$10K Buy
+100
New +$10.7K 0.01% 388

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

FNY Investment Advisers's IWL Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares Russell Top 200 ETF (IWL) in Q4 2023, closing a stake of 100 shares — an estimated $10K sold.

FNY Investment Advisers first reported a position in IWL in Q3 2023 and held it in 1 quarter. The position peaked at $10K in Q3 2023. 142 funds tracked by Wall St. Rank hold IWL as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares Russell Top 200 ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 100 iShares Russell Top 200 ETF shares in Q4 2023, an estimated $10K.
  • FNY Investment Advisers first reported a position in iShares Russell Top 200 ETF in Q3 2023 and held it in 1 quarter.
  • FNY Investment Advisers's iShares Russell Top 200 ETF position peaked at $10K in Q3 2023.
  • 142 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.