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Systelligence LLC’s iShares Russell Top 200 ETF IWL Stock Holding History

Systelligence LLC’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
-36,488
Closed -$3.46M – 43
2021
Q1 		$3.46M Sell
36,488
-328
-0.9% -$30.4K 0.96% 31
2020
Q4 		$3.32M Sell
36,816
-17,602
-32% -$1.5M 0.71% 36
2020
Q3 		$4.42M Buy
54,418
+6,923
+15% +$554K 1.34% 30
2020
Q2 		$3.52M Buy
47,495
+6,857
+17% +$480K 1.14% 34
2020
Q1 		$2.5M Sell
40,638
-79,089
-66% -$5.68M 1.17% 29
2019
Q4 		$8.99M Buy
+119,727
New +$8.59M 3.3% 8

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

Systelligence LLC's IWL Position: Q2 2021 in Review

Systelligence LLC sold out of iShares Russell Top 200 ETF (IWL) in Q2 2021, closing a stake of 36,488 shares — an estimated $3.46M sold.

Systelligence LLC first reported a position in IWL in Q4 2019 and held it in 6 quarters. The position peaked at $8.99M in Q4 2019. 92 funds tracked by Wall St. Rank hold IWL as of Q2 2021.

  • Systelligence LLC reported no remaining iShares Russell Top 200 ETF position as of Q2 2021 after selling out during the quarter.
  • Systelligence LLC sold 36,488 iShares Russell Top 200 ETF shares in Q2 2021, an estimated $3.46M.
  • Systelligence LLC first reported a position in iShares Russell Top 200 ETF in Q4 2019 and held it in 6 quarters.
  • Systelligence LLC's iShares Russell Top 200 ETF position peaked at $8.99M in Q4 2019.
  • 92 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2021.

Based on Systelligence LLC's 13F filing for Q2 2021, filed 23 Sep 2021.