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Omega Financial Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Omega Financial Group’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
-7,377
Closed -$554K – 59
2019
Q4 		$554K Sell
7,377
-37
-0.5% -$2.65K 0.36% 47
2019
Q3 		$511K Sell
7,414
-158
-2% -$10.9K 0.36% 48
2019
Q2 		$515K Sell
7,572
-98
-1% -$6.55K 0.38% 47
2019
Q1 		$503K Sell
7,670
-530
-6% -$33.5K 0.37% 49
2018
Q4 		$479K Buy
+8,200
New +$515K 0.42% 44

Other funds holding IWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Omega Financial Group's IWL Position: Q1 2020 in Review

Omega Financial Group sold out of iShares Russell Top 200 ETF (IWL) in Q1 2020, closing a stake of 7,377 shares — an estimated $554K sold.

Omega Financial Group first reported a position in IWL in Q4 2018 and held it in 5 quarters. The position peaked at $554K in Q4 2019. 54 funds tracked by Wall St. Rank hold IWL as of Q1 2020.

  • Omega Financial Group reported no remaining iShares Russell Top 200 ETF position as of Q1 2020 after selling out during the quarter.
  • Omega Financial Group sold 7,377 iShares Russell Top 200 ETF shares in Q1 2020, an estimated $554K.
  • Omega Financial Group first reported a position in iShares Russell Top 200 ETF in Q4 2018 and held it in 5 quarters.
  • Omega Financial Group's iShares Russell Top 200 ETF position peaked at $554K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2020.

Based on Omega Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.