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Portfolio Strategies’s iShares Russell Top 200 ETF IWL Stock Holding History

Portfolio Strategies’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
2022
Q4 		– Sell
-154,880
Closed -$13.1M – 42
2022
Q3 		$13.1M Sell
154,880
-2,762
-2% -$261K 3.37% 12
2022
Q2 		$14.2M Sell
157,642
-883
-0.6% -$85.9K 3.31% 14
2022
Q1 		$17.1M Buy
+158,525
New +$16.9M 3.2% 14

Other funds holding IWL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portfolio Strategies's IWL Position: Q4 2022 in Review

Portfolio Strategies sold out of iShares Russell Top 200 ETF (IWL) in Q4 2022, closing a stake of 154,880 shares — an estimated $13.1M sold.

Portfolio Strategies first reported a position in IWL in Q1 2022 and held it in 3 quarters. The position peaked at $17.1M in Q1 2022. 124 funds tracked by Wall St. Rank hold IWL as of Q4 2022.

  • Portfolio Strategies reported no remaining iShares Russell Top 200 ETF position as of Q4 2022 after selling out during the quarter.
  • Portfolio Strategies sold 154,880 iShares Russell Top 200 ETF shares in Q4 2022, an estimated $13.1M.
  • Portfolio Strategies first reported a position in iShares Russell Top 200 ETF in Q1 2022 and held it in 3 quarters.
  • Portfolio Strategies's iShares Russell Top 200 ETF position peaked at $17.1M in Q1 2022.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2022.

Based on Portfolio Strategies's 13F filing for Q4 2022, filed 10 Feb 2023.