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Focused Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Focused Wealth 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
2023
Q3 		– Sell
-10
Closed -$1.07K – 1074
2023
Q2 		$1.07K Hold
10
– – ﹤0.01% 875
2023
Q1 		$973 Hold
10
– – ﹤0.01% 873
2022
Q4 		$900 Hold
10
– – ﹤0.01% 882
2022
Q3 		$1K Hold
10
– – ﹤0.01% 856
2022
Q2 		$1K Hold
10
– – ﹤0.01% 834
2022
Q1 		$1K Buy
10
+6
+150% +$640 ﹤0.01% 891
2021
Q4 		$0 Buy
+4
New +$441 ﹤0.01% 1041

Other funds holding IWL

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
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

Focused Wealth Management's IWL Position: Q3 2023 in Review

Focused Wealth Management sold out of iShares Russell Top 200 ETF (IWL) in Q3 2023, closing a stake of 10 shares — an estimated $1.07K sold.

Focused Wealth Management first reported a position in IWL in Q4 2021 and held it in 7 quarters. The position peaked at $1.07K in Q2 2023. 136 funds tracked by Wall St. Rank hold IWL as of Q3 2023.

  • Focused Wealth Management reported no remaining iShares Russell Top 200 ETF position as of Q3 2023 after selling out during the quarter.
  • Focused Wealth Management sold 10 iShares Russell Top 200 ETF shares in Q3 2023, an estimated $1.07K.
  • Focused Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2021 and held it in 7 quarters.
  • Focused Wealth Management's iShares Russell Top 200 ETF position peaked at $1.07K in Q2 2023.
  • 136 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2023.

Based on Focused Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.