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

MCF 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
2023 Q4	–	Sell	-630	Closed	-$65.1K	–	955
2023 Q3	$65.1K	Buy	+630	New	+$67.6K	0.01%	333

Other funds holding IWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

MCF Advisors's IWL Position: Q4 2023 in Review

MCF Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q4 2023, closing a stake of 630 shares — an estimated $65.1K sold.

MCF Advisors first reported a position in IWL in Q3 2023 and held it in 1 quarter. The position peaked at $65.1K in Q3 2023. 142 funds tracked by Wall St. Rank hold IWL as of Q4 2023.

MCF Advisors reported no remaining iShares Russell Top 200 ETF position as of Q4 2023 after selling out during the quarter.
MCF Advisors sold 630 iShares Russell Top 200 ETF shares in Q4 2023, an estimated $65.1K.
MCF Advisors first reported a position in iShares Russell Top 200 ETF in Q3 2023 and held it in 1 quarter.
MCF Advisors's iShares Russell Top 200 ETF position peaked at $65.1K in Q3 2023.
142 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2023.

Based on MCF Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.