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Genesis Wealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Genesis Wealth 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
2015
Q1 		– Sell
-400
Closed -$19.2K – 465
2014
Q4 		$19.2K Buy
+400
New +$18.3K 0.02% 319

Other funds holding IWL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Genesis Wealth Advisors's IWL Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q1 2015, closing a stake of 400 shares — an estimated $19.2K sold.

Genesis Wealth Advisors first reported a position in IWL in Q4 2014 and held it in 1 quarter. The position peaked at $19.2K in Q4 2014. 24 funds tracked by Wall St. Rank hold IWL as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining iShares Russell Top 200 ETF position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 400 iShares Russell Top 200 ETF shares in Q1 2015, an estimated $19.2K.
  • Genesis Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's iShares Russell Top 200 ETF position peaked at $19.2K in Q4 2014.
  • 24 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.