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

Semmax Financial Advisors’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
2021
Q1 		– Sell
-92
Closed -$8K – 276
2020
Q4 		$8K Buy
+92
New +$7.86K ﹤0.01% 163
2020
Q1 		– Sell
-93
Closed -$7K – 289
2019
Q4 		$7K Buy
+93
New +$6.67K ﹤0.01% 197

Other funds holding IWL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 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
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 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
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Semmax Financial Advisors's IWL Position: Q1 2021 in Review

Semmax Financial Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q1 2021, closing a stake of 92 shares — an estimated $8K sold.

Semmax Financial Advisors first reported a position in IWL in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2020. 91 funds tracked by Wall St. Rank hold IWL as of Q1 2021.

  • Semmax Financial Advisors reported no remaining iShares Russell Top 200 ETF position as of Q1 2021 after selling out during the quarter.
  • Semmax Financial Advisors sold 92 iShares Russell Top 200 ETF shares in Q1 2021, an estimated $8K.
  • Semmax Financial Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2019 and held it in 2 quarters.
  • Semmax Financial Advisors's iShares Russell Top 200 ETF position peaked at $8K in Q4 2020.
  • 91 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2021.

Based on Semmax Financial Advisors's 13F filing for Q1 2021, filed 4 May 2021.