Private Capital Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Private Capital 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
2022 Q2	–	Sell	-174	Closed	-$19K	–	1996
2022 Q1	$19K	Hold	174	–	–	﹤0.01%	1051
2021 Q4	$20K	Hold	174	–	–	﹤0.01%	1067
2021 Q3	$18K	Hold	174	–	–	﹤0.01%	1124
2021 Q2	$18K	Hold	174	–	–	﹤0.01%	1142
2021 Q1	$16K	Hold	174	–	–	﹤0.01%	1155
2020 Q4	$16K	Hold	174	–	–	﹤0.01%	1266
2020 Q3	$14K	Hold	174	–	–	﹤0.01%	1219
2020 Q2	$13K	Hold	174	–	–	﹤0.01%	1252
2020 Q1	$11K	Hold	174	–	–	﹤0.01%	1241
2019 Q4	$13K	Hold	174	–	–	﹤0.01%	1248
2019 Q3	$12K	Hold	174	–	–	﹤0.01%	1395
2019 Q2	$11K	Hold	174	–	–	﹤0.01%	1354
2019 Q1	$11K	Hold	174	–	–	﹤0.01%	1442
2018 Q4	$10K	Hold	174	–	–	﹤0.01%	1387
2018 Q3	$11K	Hold	174	–	–	﹤0.01%	1411
2018 Q2	$10K	Hold	174	–	–	﹤0.01%	1429
2018 Q1	$11K	Hold	174	–	–	﹤0.01%	1329
2017 Q4	$11K	Buy	+174	New	+$10.4K	﹤0.01%	1320

Other funds holding IWL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Private Capital Group's IWL Position: Q2 2022 in Review

Private Capital Group sold out of iShares Russell Top 200 ETF (IWL) in Q2 2022, closing a stake of 174 shares — an estimated $19K sold.

Private Capital Group first reported a position in IWL in Q4 2017 and held it in 18 quarters. The position peaked at $20K in Q4 2021. 117 funds tracked by Wall St. Rank hold IWL as of Q2 2022.

Private Capital Group reported no remaining iShares Russell Top 200 ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 174 iShares Russell Top 200 ETF shares in Q2 2022, an estimated $19K.
Private Capital Group first reported a position in iShares Russell Top 200 ETF in Q4 2017 and held it in 18 quarters.
Private Capital Group's iShares Russell Top 200 ETF position peaked at $20K in Q4 2021.
117 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.