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SouthState Corp’s iShares Russell Top 200 ETF IWL Stock Holding History

SouthState Corp’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
-500
Closed -$48.7K – 621
2023
Q1 		$48.7K Hold
500
– – ﹤0.01% 376
2022
Q4 		$45K Buy
+500
New +$45.4K ﹤0.01% 401

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

SouthState Corp's IWL Position: Q2 2023 in Review

SouthState Corp sold out of iShares Russell Top 200 ETF (IWL) in Q2 2023, closing a stake of 500 shares — an estimated $48.7K sold.

SouthState Corp first reported a position in IWL in Q4 2022 and held it in 2 quarters. The position peaked at $48.7K in Q1 2023. 131 funds tracked by Wall St. Rank hold IWL as of Q2 2023.

  • SouthState Corp reported no remaining iShares Russell Top 200 ETF position as of Q2 2023 after selling out during the quarter.
  • SouthState Corp sold 500 iShares Russell Top 200 ETF shares in Q2 2023, an estimated $48.7K.
  • SouthState Corp first reported a position in iShares Russell Top 200 ETF in Q4 2022 and held it in 2 quarters.
  • SouthState Corp's iShares Russell Top 200 ETF position peaked at $48.7K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2023.

Based on SouthState Corp's 13F filing for Q2 2023, filed 8 Aug 2023.