Meristem Family Wealth’s iShares Russell Top 200 ETF IWL Stock Holding History

Meristem Family Wealth’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	$1.62M	Sell	15,027 -273	-2%	-$29.1K	0.18%	65
2021 Q4	$1.74M	Hold	15,300	–	–	0.15%	78
2021 Q3	$1.58M	Hold	15,300	–	–	0.15%	78
2021 Q2	$1.57M	Hold	15,300	–	–	0.25%	50
2021 Q1	$1.45M	Hold	15,300	–	–	0.29%	44
2020 Q4	$1.38M	Hold	15,300	–	–	0.29%	46
2020 Q3	$1.24M	Hold	15,300	–	–	0.32%	46
2020 Q2	$1.13M	Hold	15,300	–	–	0.31%	46
2020 Q1	$942K	Buy	+15,300	New	+$1.1M	0.29%	49

Other funds holding IWL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Meristem Family Wealth's IWL Position: Q1 2022 in Review

Meristem Family Wealth reduced its iShares Russell Top 200 ETF (IWL) stake by 1.8% in Q1 2022, selling an estimated $29.1K and leaving 15,027 shares worth $1.62M. The position accounts for 0.18% of the portfolio, ranked #65.

Meristem Family Wealth first reported a position in IWL in Q1 2020 and has held it in 9 quarters since. The position peaked at $1.74M in Q4 2021. 115 funds tracked by Wall St. Rank hold IWL as of Q1 2022.

Meristem Family Wealth held 15,027 shares of iShares Russell Top 200 ETF worth $1.62M as of Q1 2022.
Meristem Family Wealth sold 273 iShares Russell Top 200 ETF shares in Q1 2022, an estimated $29.1K.
iShares Russell Top 200 ETF made up 0.18% of Meristem Family Wealth's portfolio in Q1 2022, its #65 holding.
Meristem Family Wealth first reported a position in iShares Russell Top 200 ETF in Q1 2020 and has held it in 9 quarters since.
Meristem Family Wealth's iShares Russell Top 200 ETF position peaked at $1.74M in Q4 2021.
115 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.