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Ritholtz Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Ritholtz Wealth Management’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
2023
Q2 		– Sell
-3,686
Closed -$359K – 690
2023
Q1 		$359K Buy
+3,686
New +$347K 0.02% 473

Other funds holding IWL

GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Ritholtz Wealth Management's IWL Position: Q2 2023 in Review

Ritholtz Wealth Management sold out of iShares Russell Top 200 ETF (IWL) in Q2 2023, closing a stake of 3,686 shares — an estimated $359K sold.

Ritholtz Wealth Management first reported a position in IWL in Q1 2023 and held it in 1 quarter. The position peaked at $359K in Q1 2023. 131 funds tracked by Wall St. Rank hold IWL as of Q2 2023.

  • Ritholtz Wealth Management reported no remaining iShares Russell Top 200 ETF position as of Q2 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 3,686 iShares Russell Top 200 ETF shares in Q2 2023, an estimated $359K.
  • Ritholtz Wealth Management first reported a position in iShares Russell Top 200 ETF in Q1 2023 and held it in 1 quarter.
  • Ritholtz Wealth Management's iShares Russell Top 200 ETF position peaked at $359K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2023.

Based on Ritholtz Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.