PA
IWL icon

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

Parallel 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
2023
Q2 		– Sell
-78
Closed -$7.59K – 3450
2023
Q1 		$7.59K Buy
+78
New +$7.34K ﹤0.01% 2249

Other funds holding IWL

GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Parallel Advisors's IWL Position: Q2 2023 in Review

Parallel Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q2 2023, closing a stake of 78 shares — an estimated $7.59K sold.

Parallel Advisors first reported a position in IWL in Q1 2023 and held it in 1 quarter. The position peaked at $7.59K in Q1 2023. 131 funds tracked by Wall St. Rank hold IWL as of Q2 2023.

  • Parallel Advisors reported no remaining iShares Russell Top 200 ETF position as of Q2 2023 after selling out during the quarter.
  • Parallel Advisors sold 78 iShares Russell Top 200 ETF shares in Q2 2023, an estimated $7.59K.
  • Parallel Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2023 and held it in 1 quarter.
  • Parallel Advisors's iShares Russell Top 200 ETF position peaked at $7.59K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2023.

Based on Parallel Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.