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Hirtle Callaghan & Co’s iShares Russell Top 200 ETF IWL Stock Holding History

Hirtle Callaghan & Co’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
Q3 		– Sell
-2,925
Closed -$263K – 117
2022
Q2 		$263K Sell
2,925
-1,958
-40% -$190K 0.02% 113
2022
Q1 		$528K Buy
+4,883
New +$521K 0.03% 84

Other funds holding IWL

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
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

Hirtle Callaghan & Co's IWL Position: Q3 2022 in Review

Hirtle Callaghan & Co sold out of iShares Russell Top 200 ETF (IWL) in Q3 2022, closing a stake of 2,925 shares — an estimated $263K sold.

Hirtle Callaghan & Co first reported a position in IWL in Q1 2022 and held it in 2 quarters. The position peaked at $528K in Q1 2022. 116 funds tracked by Wall St. Rank hold IWL as of Q3 2022.

  • Hirtle Callaghan & Co reported no remaining iShares Russell Top 200 ETF position as of Q3 2022 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 2,925 iShares Russell Top 200 ETF shares in Q3 2022, an estimated $263K.
  • Hirtle Callaghan & Co first reported a position in iShares Russell Top 200 ETF in Q1 2022 and held it in 2 quarters.
  • Hirtle Callaghan & Co's iShares Russell Top 200 ETF position peaked at $528K in Q1 2022.
  • 116 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2022.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2022, filed 14 Nov 2022.