IPW
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Impact Partnership Wealth’s iShares Russell Top 200 ETF IWL Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-16
Closed -$1.65K – 974
2023
Q3 		$1.65K Hold
16
– – ﹤0.01% 856
2023
Q2 		$1.71K Buy
+16
New +$1.61K ﹤0.01% 714

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

Impact Partnership Wealth's IWL Position: Q4 2023 in Review

Impact Partnership Wealth sold out of iShares Russell Top 200 ETF (IWL) in Q4 2023, closing a stake of 16 shares — an estimated $1.65K sold.

Impact Partnership Wealth first reported a position in IWL in Q2 2023 and held it in 2 quarters. The position peaked at $1.71K in Q2 2023. 142 funds tracked by Wall St. Rank hold IWL as of Q4 2023.

  • Impact Partnership Wealth reported no remaining iShares Russell Top 200 ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 16 iShares Russell Top 200 ETF shares in Q4 2023, an estimated $1.65K.
  • Impact Partnership Wealth first reported a position in iShares Russell Top 200 ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's iShares Russell Top 200 ETF position peaked at $1.71K in Q2 2023.
  • 142 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.