GPW
IWL icon

GFS Private Wealth’s iShares Russell Top 200 ETF IWL Stock Holding History

GFS Private Wealth’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
2017
Q4 		$7.97M Buy
+129,738
New +$7.76M 2.74% 14

Other funds holding IWL

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GFS Private Wealth's IWL Position: Q4 2017 in Review

GFS Private Wealth opened a new position in iShares Russell Top 200 ETF (IWL) in Q4 2017: 129,738 shares worth $7.97M. The stake represents 2.74% of the portfolio and ranks #14 among its holdings.

31 funds tracked by Wall St. Rank hold IWL as of Q4 2017.

  • GFS Private Wealth held 129,738 shares of iShares Russell Top 200 ETF worth $7.97M as of Q4 2017.
  • iShares Russell Top 200 ETF was a new GFS Private Wealth position in Q4 2017.
  • iShares Russell Top 200 ETF made up 2.74% of GFS Private Wealth's portfolio in Q4 2017, its #14 holding.
  • 31 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.