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Jackson Square Capital’s iShares Russell Top 200 ETF IWL Stock Holding History

Jackson Square Capital’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
2020
Q4 		– Sell
-433
Closed -$35K – 242
2020
Q3 		$35K Hold
433
– – 0.02% 195
2020
Q2 		$32K Sell
433
-470
-52% -$32.9K 0.02% 173
2020
Q1 		$56K Hold
903
– – 0.04% 115
2019
Q4 		$68K Buy
+903
New +$64.8K 0.04% 138

Other funds holding IWL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 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
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jackson Square Capital's IWL Position: Q4 2020 in Review

Jackson Square Capital sold out of iShares Russell Top 200 ETF (IWL) in Q4 2020, closing a stake of 433 shares — an estimated $35K sold.

Jackson Square Capital first reported a position in IWL in Q4 2019 and held it in 4 quarters. The position peaked at $68K in Q4 2019. 91 funds tracked by Wall St. Rank hold IWL as of Q4 2020.

  • Jackson Square Capital reported no remaining iShares Russell Top 200 ETF position as of Q4 2020 after selling out during the quarter.
  • Jackson Square Capital sold 433 iShares Russell Top 200 ETF shares in Q4 2020, an estimated $35K.
  • Jackson Square Capital first reported a position in iShares Russell Top 200 ETF in Q4 2019 and held it in 4 quarters.
  • Jackson Square Capital's iShares Russell Top 200 ETF position peaked at $68K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.