SSWM
IWL icon

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

Smith Salley 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
2022
Q1 		– Sell
-1,823
Closed -$208K – 247
2021
Q4 		$208K Buy
+1,823
New +$201K 0.01% 238

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
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
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

Smith Salley Wealth Management's IWL Position: Q1 2022 in Review

Smith Salley Wealth Management sold out of iShares Russell Top 200 ETF (IWL) in Q1 2022, closing a stake of 1,823 shares — an estimated $208K sold.

Smith Salley Wealth Management first reported a position in IWL in Q4 2021 and held it in 1 quarter. The position peaked at $208K in Q4 2021. 115 funds tracked by Wall St. Rank hold IWL as of Q1 2022.

  • Smith Salley Wealth Management reported no remaining iShares Russell Top 200 ETF position as of Q1 2022 after selling out during the quarter.
  • Smith Salley Wealth Management sold 1,823 iShares Russell Top 200 ETF shares in Q1 2022, an estimated $208K.
  • Smith Salley Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2021 and held it in 1 quarter.
  • Smith Salley Wealth Management's iShares Russell Top 200 ETF position peaked at $208K in Q4 2021.
  • 115 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2022.

Based on Smith Salley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.