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JNBA Financial Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

JNBA Financial Advisors’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
Q1 		– Sell
-296
Closed -$34K – 768
2021
Q4 		$34K Buy
+296
New +$32.6K ﹤0.01% 346

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JNBA Financial Advisors's IWL Position: Q1 2022 in Review

JNBA Financial Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q1 2022, closing a stake of 296 shares — an estimated $34K sold.

JNBA Financial Advisors first reported a position in IWL in Q4 2021 and held it in 1 quarter. The position peaked at $34K in Q4 2021. 115 funds tracked by Wall St. Rank hold IWL as of Q1 2022.

  • JNBA Financial Advisors reported no remaining iShares Russell Top 200 ETF position as of Q1 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 296 iShares Russell Top 200 ETF shares in Q1 2022, an estimated $34K.
  • JNBA Financial Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2021 and held it in 1 quarter.
  • JNBA Financial Advisors's iShares Russell Top 200 ETF position peaked at $34K in Q4 2021.
  • 115 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.