SFS
IWL icon

Sowell Financial Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Sowell Financial Services’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
2024
Q2 		– Sell
-18,278
Closed -$2.32M – 547
2024
Q1 		$2.32M Sell
18,278
-4,125
-18% -$500K 0.11% 194
2023
Q4 		$2.58M Buy
+22,403
New +$2.42M 0.14% 168
2021
Q2 		– Sell
-1,301
Closed -$130K – 1629
2021
Q1 		$130K Sell
1,301
-1,184
-48% -$110K ﹤0.01% 1254
2020
Q4 		$224K Sell
2,485
-2,318
-48% -$198K 0.01% 801
2020
Q3 		$390K Sell
4,803
-672
-12% -$53.8K 0.02% 529
2020
Q2 		$405K Sell
5,475
-751
-12% -$52.6K 0.02% 510
2020
Q1 		$383K Buy
+6,226
New +$447K 0.03% 474

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.26B AUM 18.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return