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Greenwich Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Greenwich Wealth Management’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
Q4 		– Sell
-9,586
Closed -$1.58M – 243
2022
Q3 		$1.58M Buy
9,586
+733
+8% +$69.3K 0.17% 83
2022
Q2 		$1.5M Buy
8,853
+1,095
+14% +$107K 0.2% 84
2022
Q1 		$1.59M Buy
7,758
+325
+4% +$34.6K 0.16% 89
2021
Q4 		$1.65M Sell
7,433
-296
-4% -$32.6K 0.14% 84
2021
Q3 		$1.69M Buy
7,729
+45
+0.6% +$4.78K 0.14% 77
2021
Q2 		$1.76M Sell
7,684
-598
-7% -$59.7K 0.15% 75
2021
Q1 		$1.83M Buy
8,282
+465
+6% +$43.1K 0.15% 74
2020
Q4 		$1.53M Buy
7,817
+385
+5% +$32.9K 0.13% 76
2020
Q3 		$1.11M Sell
7,432
-560
-7% -$44.8K 0.2% 79
2020
Q2 		$1.14M Sell
7,992
-2,265
-22% -$158K 0.22% 81
2020
Q1 		$1.17M Sell
10,257
-414
-4% -$29.7K 0.25% 67
2019
Q4 		$1.77M Buy
10,671
+15
+0.1% +$1.08K 0.36% 60
2019
Q3 		$1.61M Buy
+10,656
New +$732K 0.31% 63
2019
Q2 		– Sell
-47,871
Closed -$7.33M – 203
2019
Q1 		$7.33M Buy
47,871
+363
+0.8% +$22.9K 1.3% 17
2018
Q4 		$6.36M Buy
47,508
+3,372
+8% +$212K 1.27% 17
2018
Q3 		$7.44M Buy
44,136
+1,090
+3% +$72K 1.3% 17
2018
Q2 		$7.05M Buy
43,046
+6,534
+18% +$408K 1.25% 16
2018
Q1 		$5.54M Buy
36,512
+1,389
+4% +$87.6K 0.87% 21
2017
Q4 		$5.36M Sell
35,123
-99
-0.3% -$5.92K 0.9% 21
2017
Q3 		$5.22M Buy
35,222
+1,499
+4% +$84.9K 0.9% 19
2017
Q2 		$4.75M Buy
33,723
+2,410
+8% +$132K 0.8% 22
2017
Q1 		$4.3M Buy
31,313
+5,767
+23% +$306K 0.57% 24
2016
Q4 		$3.44M Buy
25,546
+149
+0.6% +$7.42K 0.43% 37
2016
Q3 		$3.15M Sell
25,397
-284
-1% -$14K 0.56% 35
2016
Q2 		$2.95M Buy
25,681
+1,380
+6% +$65.3K 0.71% 32
2016
Q1 		$2.69M Buy
24,301
+5,543
+30% +$248K 0.7% 33
2015
Q4 		$2.11M Buy
18,758
+1,826
+11% +$85.8K 0.52% 50
2015
Q3 		$1.85M Sell
16,932
-2,040
-11% -$94.3K 0.45% 62
2015
Q2 		$2.37M Buy
18,972
+283
+2% +$13.5K 0.3% 82
2015
Q1 		$2.32M Buy
18,689
+2,098
+13% +$98.3K 0.26% 81
2014
Q4 		$1.99M Buy
16,591
+287
+2% +$13.1K 0.13% 92
2014
Q3 		$1.78M Buy
16,304
+309
+2% +$13.9K 0.12% 96
2014
Q2 		$1.9M Buy
15,995
+685
+4% +$29.6K 0.13% 93
2014
Q1 		$1.78M Sell
15,310
-1,257
-8% -$52.4K 0.12% 96
2013
Q4 		$1.91M Buy
16,567
+1,480
+10% +$59.6K 0.19% 94
2013
Q3 		$1.61M Buy
15,087
+1,938
+15% +$73.7K 0.12% 93
2013
Q2 		$1.27M Buy
+13,149
New +$481K 0.09% 94

Other funds holding IWL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
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
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Greenwich Wealth Management's IWL Position: Q4 2022 in Review

Greenwich Wealth Management sold out of iShares Russell Top 200 ETF (IWL) in Q4 2022, closing a stake of 9,586 shares — an estimated $1.58M sold.

Greenwich Wealth Management first reported a position in IWL in Q2 2013 and held it in 37 quarters. The position peaked at $7.44M in Q3 2018. 124 funds tracked by Wall St. Rank hold IWL as of Q4 2022.

  • Greenwich Wealth Management reported no remaining iShares Russell Top 200 ETF position as of Q4 2022 after selling out during the quarter.
  • Greenwich Wealth Management sold 9,586 iShares Russell Top 200 ETF shares in Q4 2022, an estimated $1.58M.
  • Greenwich Wealth Management first reported a position in iShares Russell Top 200 ETF in Q2 2013 and held it in 37 quarters.
  • Greenwich Wealth Management's iShares Russell Top 200 ETF position peaked at $7.44M in Q3 2018.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2022.

Based on Greenwich Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.