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Homrich & Berg’s iShares Russell Top 200 ETF IWL Stock Holding History

Homrich & Berg’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
2021
Q3 		$585K Hold
5,674
– – 0.01% 285
2021
Q2 		$583K Hold
5,674
– – 0.01% 281
2021
Q1 		$537K Hold
5,674
– – 0.01% 271
2020
Q4 		$512K Buy
+5,674
New +$485K 0.01% 269

Other funds holding IWL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 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
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

Homrich & Berg's IWL Position: Q3 2021 in Review

Homrich & Berg held its iShares Russell Top 200 ETF (IWL) position steady in Q3 2021 at 5,674 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #285.

Homrich & Berg first reported a position in IWL in Q4 2020 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold IWL as of Q3 2021.

  • Homrich & Berg held 5,674 shares of iShares Russell Top 200 ETF worth $585K as of Q3 2021.
  • Homrich & Berg left its iShares Russell Top 200 ETF share count unchanged in Q3 2021.
  • iShares Russell Top 200 ETF made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #285 holding.
  • Homrich & Berg first reported a position in iShares Russell Top 200 ETF in Q4 2020 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.