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Ladenburg Thalmann Financial Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$221K Sell
3,445
-235
-6% -$16.9K ﹤0.01% 2423
2019
Q3 		$253K Buy
3,680
+533
+17% +$36.6K ﹤0.01% 2287
2019
Q2 		$215K Buy
3,147
+396
+14% +$26.5K ﹤0.01% 2422
2019
Q1 		$180K Sell
2,751
-402
-13% -$25.4K ﹤0.01% 2465
2018
Q4 		$184K Buy
3,153
+307
+11% +$19.3K ﹤0.01% 2293
2018
Q3 		$192K Buy
2,846
+739
+35% +$48.8K ﹤0.01% 2340
2018
Q2 		$128K Hold
2,107
– – ﹤0.01% 2586
2018
Q1 		$128K Buy
2,107
+1,607
+321% +$101K ﹤0.01% 2586
2017
Q4 		$31K Hold
500
– – ﹤0.01% 3529
2017
Q3 		$29K Hold
500
– – ﹤0.01% 3465
2017
Q2 		$28K Hold
500
– – ﹤0.01% 3394
2017
Q1 		$27K Hold
500
– – ﹤0.01% 3349
2016
Q4 		$25K Hold
500
– – ﹤0.01% 3341
2016
Q3 		$25K Hold
500
– – ﹤0.01% 3253
2016
Q2 		$24K Sell
500
-243
-33% -$11.5K ﹤0.01% 3225
2016
Q1 		$35K Buy
743
+243
+49% +$10.9K ﹤0.01% 2859
2015
Q4 		$23K Hold
500
– – ﹤0.01% 3121
2015
Q3 		$22K Sell
500
-151
-23% -$6.98K ﹤0.01% 3048
2015
Q2 		$31K Hold
651
– – ﹤0.01% 2926
2015
Q1 		$30K Sell
651
-100
-13% -$4.69K ﹤0.01% 2930
2014
Q4 		$35K Hold
751
– – ﹤0.01% 2591
2014
Q3 		$34K Sell
751
-500
-40% -$22.5K ﹤0.01% 2270
2014
Q2 		$56K Hold
1,251
– – ﹤0.01% 1970
2014
Q1 		$53K Hold
1,251
– – ﹤0.01% 1926
2013
Q4 		$53K Buy
1,251
+700
+127% +$28.2K ﹤0.01% 1873
2013
Q3 		$21K Buy
551
+451
+451% +$17.2K ﹤0.01% 2412
2013
Q2 		$4K Buy
+100
New +$3.66K ﹤0.01% 3140

Other funds holding IWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IWL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its iShares Russell Top 200 ETF (IWL) stake by 6.4% in Q4 2019, selling an estimated $16.9K and leaving 3,445 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Ladenburg Thalmann Financial Services first reported a position in IWL in Q2 2013 and has held it in 27 quarters since. The position peaked at $253K in Q3 2019. 62 funds tracked by Wall St. Rank hold IWL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,445 shares of iShares Russell Top 200 ETF worth $221K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 235 iShares Russell Top 200 ETF shares in Q4 2019, an estimated $16.9K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2423 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares Russell Top 200 ETF in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's iShares Russell Top 200 ETF position peaked at $253K in Q3 2019.
  • 62 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.