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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 – 1628
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 $1.43B AUM 24.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 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

Sowell Financial Services's IWL Position: Q2 2024 in Review

Sowell Financial Services sold out of iShares Russell Top 200 ETF (IWL) in Q2 2024, closing a stake of 18,278 shares — an estimated $2.32M sold.

Sowell Financial Services first reported a position in IWL in Q1 2020 and held it in 7 quarters. The position peaked at $2.58M in Q4 2023. 159 funds tracked by Wall St. Rank hold IWL as of Q2 2024.

  • Sowell Financial Services reported no remaining iShares Russell Top 200 ETF position as of Q2 2024 after selling out during the quarter.
  • Sowell Financial Services sold 18,278 iShares Russell Top 200 ETF shares in Q2 2024, an estimated $2.32M.
  • Sowell Financial Services first reported a position in iShares Russell Top 200 ETF in Q1 2020 and held it in 7 quarters.
  • Sowell Financial Services's iShares Russell Top 200 ETF position peaked at $2.58M in Q4 2023.
  • 159 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.