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

Rehmann Capital Advisory 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
2019
Q3 		– Sell
-2
Closed -$145 – 1915
2019
Q2 		$145 Hold
2
– – ﹤0.01% 2036
2019
Q1 		$139 Buy
+2
New +$126 ﹤0.01% 2058
2018
Q4 		– Sell
-2
Closed -$141 – 1992
2018
Q3 		$141 Hold
2
– – ﹤0.01% 2102
2018
Q2 		$132 Sell
2
-6
-75% -$374 ﹤0.01% 2090
2018
Q1 		$1K Buy
+8
New +$504 ﹤0.01% 1876

Other funds holding IWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rehmann Capital Advisory Group's IWL Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares Russell Top 200 ETF (IWL) in Q3 2019, closing a stake of 2 shares — an estimated $145 sold.

Rehmann Capital Advisory Group first reported a position in IWL in Q1 2018 and held it in 5 quarters. The position peaked at $1K in Q1 2018. 51 funds tracked by Wall St. Rank hold IWL as of Q3 2019.

  • Rehmann Capital Advisory Group reported no remaining iShares Russell Top 200 ETF position as of Q3 2019 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 2 iShares Russell Top 200 ETF shares in Q3 2019, an estimated $145.
  • Rehmann Capital Advisory Group first reported a position in iShares Russell Top 200 ETF in Q1 2018 and held it in 5 quarters.
  • Rehmann Capital Advisory Group's iShares Russell Top 200 ETF position peaked at $1K in Q1 2018.
  • 51 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.