PCA Investment Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History

PCA Investment Advisory Services’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 Q3	–	Sell	-1,060	Closed	-$113K	–	267
2023 Q2	$113K	Buy	+1,060	New	+$107K	0.07%	180

Other funds holding IWL

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

PCA Investment Advisory Services's IWL Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of iShares Russell Top 200 ETF (IWL) in Q3 2023, closing a stake of 1,060 shares — an estimated $113K sold.

PCA Investment Advisory Services first reported a position in IWL in Q2 2023 and held it in 1 quarter. The position peaked at $113K in Q2 2023. 136 funds tracked by Wall St. Rank hold IWL as of Q3 2023.

PCA Investment Advisory Services reported no remaining iShares Russell Top 200 ETF position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 1,060 iShares Russell Top 200 ETF shares in Q3 2023, an estimated $113K.
PCA Investment Advisory Services first reported a position in iShares Russell Top 200 ETF in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's iShares Russell Top 200 ETF position peaked at $113K in Q2 2023.
136 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.