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

RegentAtlantic Capital’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 Q3	$386K	Hold	4,550	–	–	0.01%	510
2022 Q2	$409K	Hold	4,550	–	–	0.01%	481
2022 Q1	$492K	Hold	4,550	–	–	0.01%	457
2021 Q4	$519K	Hold	4,550	–	–	0.01%	446
2021 Q3	$469K	Hold	4,550	–	–	0.01%	451
2021 Q2	$468K	Hold	4,550	–	–	0.01%	444
2021 Q1	$431K	Hold	4,550	–	–	0.01%	406
2020 Q4	$411K	Hold	4,550	–	–	0.02%	367
2020 Q3	$369K	Hold	4,550	–	–	0.02%	366
2020 Q2	$337K	Hold	4,550	–	–	0.02%	368
2020 Q1	$280K	Hold	4,550	–	–	0.02%	339
2019 Q4	$342K	Hold	4,550	–	–	0.02%	367
2019 Q3	$314K	Hold	4,550	–	–	0.02%	359
2019 Q2	$310K	Hold	4,550	–	–	0.02%	356
2019 Q1	$299K	Hold	4,550	–	–	0.02%	357
2018 Q4	$266K	Hold	4,550	–	–	0.02%	355
2018 Q3	$307K	Hold	4,550	–	–	0.02%	351
2018 Q2	$287K	Buy	+4,550	New	+$284K	0.02%	353

Other funds holding IWL

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

RegentAtlantic Capital's IWL Position: Q3 2022 in Review

RegentAtlantic Capital held its iShares Russell Top 200 ETF (IWL) position steady in Q3 2022 at 4,550 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #510.

RegentAtlantic Capital first reported a position in IWL in Q2 2018 and has held it in 18 quarters since. The position peaked at $519K in Q4 2021. 116 funds tracked by Wall St. Rank hold IWL as of Q3 2022.

RegentAtlantic Capital held 4,550 shares of iShares Russell Top 200 ETF worth $386K as of Q3 2022.
RegentAtlantic Capital left its iShares Russell Top 200 ETF share count unchanged in Q3 2022.
iShares Russell Top 200 ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #510 holding.
RegentAtlantic Capital first reported a position in iShares Russell Top 200 ETF in Q2 2018 and has held it in 18 quarters since.
RegentAtlantic Capital's iShares Russell Top 200 ETF position peaked at $519K in Q4 2021.
116 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.