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

Kingsview 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
2024
Q2 		– Sell
-20,434
Closed -$2.6M – 1082
2024
Q1 		$2.6M Buy
+20,434
New +$2.48M 0.07% 277

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

Kingsview Wealth Management's IWL Position: Q2 2024 in Review

Kingsview Wealth Management sold out of iShares Russell Top 200 ETF (IWL) in Q2 2024, closing a stake of 20,434 shares — an estimated $2.6M sold.

Kingsview Wealth Management first reported a position in IWL in Q1 2024 and held it in 1 quarter. The position peaked at $2.6M in Q1 2024. 159 funds tracked by Wall St. Rank hold IWL as of Q2 2024.

  • Kingsview Wealth Management reported no remaining iShares Russell Top 200 ETF position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 20,434 iShares Russell Top 200 ETF shares in Q2 2024, an estimated $2.6M.
  • Kingsview Wealth Management first reported a position in iShares Russell Top 200 ETF in Q1 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's iShares Russell Top 200 ETF position peaked at $2.6M in Q1 2024.
  • 159 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.