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Stonebridge Financial Planning Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Stonebridge Financial Planning Group’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
2021
Q2 		– Sell
-500
Closed -$49K – 437
2021
Q1 		$49K Hold
500
– – 0.03% 215
2020
Q4 		$45K Hold
500
– – 0.03% 206
2020
Q3 		$42K Buy
+500
New +$40K 0.03% 203

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
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 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
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 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
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return

Stonebridge Financial Planning Group's IWL Position: Q2 2021 in Review

Stonebridge Financial Planning Group sold out of iShares Russell Top 200 ETF (IWL) in Q2 2021, closing a stake of 500 shares — an estimated $49K sold.

Stonebridge Financial Planning Group first reported a position in IWL in Q3 2020 and held it in 3 quarters. The position peaked at $49K in Q1 2021. 92 funds tracked by Wall St. Rank hold IWL as of Q2 2021.

  • Stonebridge Financial Planning Group reported no remaining iShares Russell Top 200 ETF position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 500 iShares Russell Top 200 ETF shares in Q2 2021, an estimated $49K.
  • Stonebridge Financial Planning Group first reported a position in iShares Russell Top 200 ETF in Q3 2020 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's iShares Russell Top 200 ETF position peaked at $49K in Q1 2021.
  • 92 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2021, filed 28 Jul 2021.