GFS
IWL icon

GYL Financial Synergies’s iShares Russell Top 200 ETF IWL Stock Holding History

GYL Financial Synergies’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
Q3 		$413K Hold
2,944
– – 0.03% 258
2024
Q2 		$394K Sell
2,944
-197
-6% -$25.2K 0.03% 263
2024
Q1 		$399K Sell
3,141
-453
-13% -$54.9K 0.03% 267
2023
Q4 		$414K Buy
3,594
+141
+4% +$15.3K 0.03% 261
2023
Q3 		$357K Hold
3,453
– – 0.03% 266
2023
Q2 		$368K Sell
3,453
-3,331
-49% -$335K 0.03% 267
2023
Q1 		$660K Sell
6,784
-84,340
-93% -$7.93M 0.08% 165
2022
Q4 		$8.2M Buy
91,124
+87,175
+2,208% +$7.91M 1.78% 14
2022
Q3 		$335K Buy
+3,949
New +$373K 0.09% 143

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.26B AUM 18.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return