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

Retirement Capital 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
Q1 		– Sell
-3,416
Closed -$389K – 74
2021
Q4 		$389K Buy
+3,416
New +$377K 0.14% 57

Other funds holding IWL

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FCBT
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GC
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Retirement Capital Strategies's IWL Position: Q1 2022 in Review

Retirement Capital Strategies sold out of iShares Russell Top 200 ETF (IWL) in Q1 2022, closing a stake of 3,416 shares — an estimated $389K sold.

Retirement Capital Strategies first reported a position in IWL in Q4 2021 and held it in 1 quarter. The position peaked at $389K in Q4 2021. 115 funds tracked by Wall St. Rank hold IWL as of Q1 2022.

  • Retirement Capital Strategies reported no remaining iShares Russell Top 200 ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Capital Strategies sold 3,416 iShares Russell Top 200 ETF shares in Q1 2022, an estimated $389K.
  • Retirement Capital Strategies first reported a position in iShares Russell Top 200 ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Capital Strategies's iShares Russell Top 200 ETF position peaked at $389K in Q4 2021.
  • 115 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2022.

Based on Retirement Capital Strategies's 13F filing for Q1 2022, filed 21 Apr 2022.