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Simplicity Solutions’s iShares Russell Top 200 ETF IWL Stock Holding History

Simplicity Solutions’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
2020
Q1 		– Sell
-9,045
Closed -$680K – 819
2019
Q4 		$680K Sell
9,045
-18,365
-67% -$1.32M 0.02% 468
2019
Q3 		$1.89M Buy
+27,410
New +$1.88M 0.08% 193

Other funds holding IWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Simplicity Solutions's IWL Position: Q1 2020 in Review

Simplicity Solutions sold out of iShares Russell Top 200 ETF (IWL) in Q1 2020, closing a stake of 9,045 shares — an estimated $680K sold.

Simplicity Solutions first reported a position in IWL in Q3 2019 and held it in 2 quarters. The position peaked at $1.89M in Q3 2019. 54 funds tracked by Wall St. Rank hold IWL as of Q1 2020.

  • Simplicity Solutions reported no remaining iShares Russell Top 200 ETF position as of Q1 2020 after selling out during the quarter.
  • Simplicity Solutions sold 9,045 iShares Russell Top 200 ETF shares in Q1 2020, an estimated $680K.
  • Simplicity Solutions first reported a position in iShares Russell Top 200 ETF in Q3 2019 and held it in 2 quarters.
  • Simplicity Solutions's iShares Russell Top 200 ETF position peaked at $1.89M in Q3 2019.
  • 54 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.