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Foundations Investment Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Foundations Investment Advisors’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
2018
Q4 		– Sell
-27,101
Closed -$1.83M – 117
2018
Q3 		$1.83M Buy
+27,101
New +$1.79M 0.45% 32

Other funds holding IWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Foundations Investment Advisors's IWL Position: Q4 2018 in Review

Foundations Investment Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q4 2018, closing a stake of 27,101 shares — an estimated $1.83M sold.

Foundations Investment Advisors first reported a position in IWL in Q3 2018 and held it in 1 quarter. The position peaked at $1.83M in Q3 2018. 37 funds tracked by Wall St. Rank hold IWL as of Q4 2018.

  • Foundations Investment Advisors reported no remaining iShares Russell Top 200 ETF position as of Q4 2018 after selling out during the quarter.
  • Foundations Investment Advisors sold 27,101 iShares Russell Top 200 ETF shares in Q4 2018, an estimated $1.83M.
  • Foundations Investment Advisors first reported a position in iShares Russell Top 200 ETF in Q3 2018 and held it in 1 quarter.
  • Foundations Investment Advisors's iShares Russell Top 200 ETF position peaked at $1.83M in Q3 2018.
  • 37 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2018.

Based on Foundations Investment Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.