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Resolute Financial’s iShares Russell Top 200 ETF IWL Stock Holding History

Resolute Financial’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 		$218K Sell
2,418
-662
-21% -$60.1K 0.19% 107
2022
Q3 		$262K Sell
3,080
-299
-9% -$28.3K 0.25% 89
2022
Q2 		$303K Sell
3,379
-877
-21% -$85.3K 0.26% 85
2022
Q1 		$460K Buy
4,256
+2,187
+106% +$233K 0.37% 58
2021
Q4 		$236K Buy
+2,069
New +$228K 0.18% 106

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

Resolute Financial's IWL Position: Q4 2022 in Review

Resolute Financial reduced its iShares Russell Top 200 ETF (IWL) stake by 21% in Q4 2022, selling an estimated $60.1K and leaving 2,418 shares worth $218K. The position accounts for 0.19% of the portfolio, ranked #107.

Resolute Financial first reported a position in IWL in Q4 2021 and has held it in 5 quarters since. The position peaked at $460K in Q1 2022. 124 funds tracked by Wall St. Rank hold IWL as of Q4 2022.

  • Resolute Financial held 2,418 shares of iShares Russell Top 200 ETF worth $218K as of Q4 2022.
  • Resolute Financial sold 662 iShares Russell Top 200 ETF shares in Q4 2022, an estimated $60.1K.
  • iShares Russell Top 200 ETF made up 0.19% of Resolute Financial's portfolio in Q4 2022, its #107 holding.
  • Resolute Financial first reported a position in iShares Russell Top 200 ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares Russell Top 200 ETF position peaked at $460K in Q1 2022.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.