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Glenmede Trust’s iShares Russell Top 200 ETF IWL Stock Holding History

Glenmede Trust’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
2024
Q4 		– Sell
-226
Closed -$31.7K – 1422
2024
Q3 		$31.7K Hold
226
– – ﹤0.01% 1333
2024
Q2 		$30.3K Hold
226
– – ﹤0.01% 1303
2024
Q1 		$28.7K Hold
226
– – ﹤0.01% 1289
2023
Q4 		$26K Hold
226
– – ﹤0.01% 1248
2023
Q3 		$23.4K Hold
226
– – ﹤0.01% 1207
2023
Q2 		$22K Hold
226
– – ﹤0.01% 1229
2023
Q1 		$22K Hold
226
– – ﹤0.01% 1235
2022
Q4 		$20.3K Hold
226
– – ﹤0.01% 1235
2022
Q3 		$19K Hold
226
– – ﹤0.01% 1221
2022
Q2 		$20K Hold
226
– – ﹤0.01% 1235
2022
Q1 		$24K Hold
226
– – ﹤0.01% 1263
2021
Q4 		$25K Hold
226
– – ﹤0.01% 1272
2021
Q3 		$23K Hold
226
– – ﹤0.01% 1240
2021
Q2 		$23K Hold
226
– – ﹤0.01% 1236
2021
Q1 		$21K Hold
226
– – ﹤0.01% 1159
2020
Q4 		$20K Hold
226
– – ﹤0.01% 1156
2020
Q3 		$18K Hold
226
– – ﹤0.01% 1655
2020
Q2 		$16K Hold
226
– – ﹤0.01% 1677
2020
Q1 		$16K Hold
226
– – ﹤0.01% 2197
2019
Q4 		$16K Hold
226
– – ﹤0.01% 2197
2019
Q3 		$15K Hold
226
– – ﹤0.01% 2180
2019
Q2 		$15K Buy
+226
New +$15.1K ﹤0.01% 2191

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Glenmede Trust's IWL Position: Q4 2024 in Review

Glenmede Trust sold out of iShares Russell Top 200 ETF (IWL) in Q4 2024, closing a stake of 226 shares — an estimated $31.7K sold.

Glenmede Trust first reported a position in IWL in Q2 2019 and held it in 22 quarters. The position peaked at $31.7K in Q3 2024. 187 funds tracked by Wall St. Rank hold IWL as of Q4 2024.

  • Glenmede Trust reported no remaining iShares Russell Top 200 ETF position as of Q4 2024 after selling out during the quarter.
  • Glenmede Trust sold 226 iShares Russell Top 200 ETF shares in Q4 2024, an estimated $31.7K.
  • Glenmede Trust first reported a position in iShares Russell Top 200 ETF in Q2 2019 and held it in 22 quarters.
  • Glenmede Trust's iShares Russell Top 200 ETF position peaked at $31.7K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2024.

Based on Glenmede Trust's 13F filing for Q4 2024, filed 14 Feb 2025.