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

Mutual 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
2020 Q1	–	Sell	-65,890	Closed	-$4.95M	–	609
2019 Q4	$4.95M	Sell	65,890 -854	-1%	-$61.3K	0.53%	36
2019 Q3	$4.6M	Buy	66,744 +9,937	+17%	+$683K	0.61%	28
2019 Q2	$3.87M	Buy	56,807 +7,491	+15%	+$501K	0.5%	34
2019 Q1	$3.24M	Buy	+49,316	New	+$3.11M	0.48%	40

Other funds holding IWL

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CJA

C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Mutual Advisors's IWL Position: Q1 2020 in Review

Mutual Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q1 2020, closing a stake of 65,890 shares — an estimated $4.95M sold.

Mutual Advisors first reported a position in IWL in Q1 2019 and held it in 4 quarters. The position peaked at $4.95M in Q4 2019. 54 funds tracked by Wall St. Rank hold IWL as of Q1 2020.

Mutual Advisors reported no remaining iShares Russell Top 200 ETF position as of Q1 2020 after selling out during the quarter.
Mutual Advisors sold 65,890 iShares Russell Top 200 ETF shares in Q1 2020, an estimated $4.95M.
Mutual Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2019 and held it in 4 quarters.
Mutual Advisors's iShares Russell Top 200 ETF position peaked at $4.95M in Q4 2019.
54 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2020.

Based on Mutual Advisors's 13F filing for Q1 2020, filed 13 May 2020.