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

Janiczek 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
2021
Q3 		– Sell
-22
Closed -$2K – 995
2021
Q2 		$2K Buy
+22
New +$2.2K ﹤0.01% 764

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
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 $774M AUM 17% 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

Janiczek Wealth Management's IWL Position: Q3 2021 in Review

Janiczek Wealth Management sold out of iShares Russell Top 200 ETF (IWL) in Q3 2021, closing a stake of 22 shares — an estimated $2K sold.

Janiczek Wealth Management first reported a position in IWL in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 99 funds tracked by Wall St. Rank hold IWL as of Q3 2021.

  • Janiczek Wealth Management reported no remaining iShares Russell Top 200 ETF position as of Q3 2021 after selling out during the quarter.
  • Janiczek Wealth Management sold 22 iShares Russell Top 200 ETF shares in Q3 2021, an estimated $2K.
  • Janiczek Wealth Management first reported a position in iShares Russell Top 200 ETF in Q2 2021 and held it in 1 quarter.
  • Janiczek Wealth Management's iShares Russell Top 200 ETF position peaked at $2K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2021.

Based on Janiczek Wealth Management's 13F filing for Q3 2021, filed 19 Oct 2021.