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Money Concepts Capital’s iShares Russell Top 200 ETF IWL Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-138
Closed -$12.4K – 1729
2022
Q4 		$12.4K Buy
+138
New +$12.5K ﹤0.01% 1912
2022
Q2 		– Sell
-282
Closed -$31K – 2057
2022
Q1 		$31K Buy
282
+262
+1,310% +$27.9K ﹤0.01% 1418
2021
Q4 		$2K Buy
+20
New +$2.21K ﹤0.01% 732

Other funds holding IWL

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Money Concepts Capital's IWL Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Russell Top 200 ETF (IWL) in Q1 2023, closing a stake of 138 shares — an estimated $12.4K sold.

Money Concepts Capital first reported a position in IWL in Q4 2021 and held it in 3 quarters. The position peaked at $31K in Q1 2022. 124 funds tracked by Wall St. Rank hold IWL as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Russell Top 200 ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 138 iShares Russell Top 200 ETF shares in Q1 2023, an estimated $12.4K.
  • Money Concepts Capital first reported a position in iShares Russell Top 200 ETF in Q4 2021 and held it in 3 quarters.
  • Money Concepts Capital's iShares Russell Top 200 ETF position peaked at $31K in Q1 2022.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.