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Fure Financial Corporation’s iShares Russell Top 200 ETF IWL Stock Holding History

Fure Financial Corporation’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
-13
Closed -$1K – 68
2022
Q1 		$1K Hold
13
– – ﹤0.01% 59
2021
Q4 		$1K Buy
13
+5
+63% +$551 ﹤0.01% 57
2021
Q3 		$0 Buy
+8
New +$849 ﹤0.01% 51

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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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Fure Financial Corporation's IWL Position: Q2 2022 in Review

Fure Financial Corporation sold out of iShares Russell Top 200 ETF (IWL) in Q2 2022, closing a stake of 13 shares — an estimated $1K sold.

Fure Financial Corporation first reported a position in IWL in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 117 funds tracked by Wall St. Rank hold IWL as of Q2 2022.

  • Fure Financial Corporation reported no remaining iShares Russell Top 200 ETF position as of Q2 2022 after selling out during the quarter.
  • Fure Financial Corporation sold 13 iShares Russell Top 200 ETF shares in Q2 2022, an estimated $1K.
  • Fure Financial Corporation first reported a position in iShares Russell Top 200 ETF in Q3 2021 and held it in 3 quarters.
  • Fure Financial Corporation's iShares Russell Top 200 ETF position peaked at $1K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2022.

Based on Fure Financial Corporation's 13F filing for Q2 2022, filed 15 Aug 2022.