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

HB 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
-5,674
Closed -$482K – 701
2022
Q3 		$482K Hold
5,674
– – 0.01% 340
2022
Q2 		$510K Hold
5,674
– – 0.01% 338
2022
Q1 		$613K Hold
5,674
– – 0.01% 316
2021
Q4 		$647K Buy
+5,674
New +$626K 0.01% 282

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

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

HB Wealth Management sold out of iShares Russell Top 200 ETF (IWL) in Q4 2022, closing a stake of 5,674 shares — an estimated $482K sold.

HB Wealth Management first reported a position in IWL in Q4 2021 and held it in 4 quarters. The position peaked at $647K in Q4 2021. 124 funds tracked by Wall St. Rank hold IWL as of Q4 2022.

  • HB Wealth Management reported no remaining iShares Russell Top 200 ETF position as of Q4 2022 after selling out during the quarter.
  • HB Wealth Management sold 5,674 iShares Russell Top 200 ETF shares in Q4 2022, an estimated $482K.
  • HB Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2021 and held it in 4 quarters.
  • HB Wealth Management's iShares Russell Top 200 ETF position peaked at $647K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2022.

Based on HB Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.