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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GYL Financial Synergies's IWL Position: Q3 2024 in Review

GYL Financial Synergies held its iShares Russell Top 200 ETF (IWL) position steady in Q3 2024 at 2,944 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #258.

GYL Financial Synergies first reported a position in IWL in Q3 2022 and has held it in 9 quarters since. The position peaked at $8.2M in Q4 2022. 160 funds tracked by Wall St. Rank hold IWL as of Q3 2024.

GYL Financial Synergies held 2,944 shares of iShares Russell Top 200 ETF worth $413K as of Q3 2024.
GYL Financial Synergies left its iShares Russell Top 200 ETF share count unchanged in Q3 2024.
iShares Russell Top 200 ETF made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #258 holding.
GYL Financial Synergies first reported a position in iShares Russell Top 200 ETF in Q3 2022 and has held it in 9 quarters since.
GYL Financial Synergies's iShares Russell Top 200 ETF position peaked at $8.2M in Q4 2022.
160 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.