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

Meridian Wealth 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
2019
Q1 		– Sell
-750
Closed -$44K – 264
2018
Q4 		$44K Buy
+750
New +$47.1K 0.03% 265

Other funds holding IWL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Advisors's IWL Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q1 2019, closing a stake of 750 shares — an estimated $44K sold.

Meridian Wealth Advisors first reported a position in IWL in Q4 2018 and held it in 1 quarter. The position peaked at $44K in Q4 2018. 46 funds tracked by Wall St. Rank hold IWL as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining iShares Russell Top 200 ETF position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 750 iShares Russell Top 200 ETF shares in Q1 2019, an estimated $44K.
  • Meridian Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's iShares Russell Top 200 ETF position peaked at $44K in Q4 2018.
  • 46 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.