Truist Financial
IWL icon

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

Truist Financial’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
2022
Q4 		– Sell
-2,368
Closed -$201K – 2636
2022
Q3 		$201K Sell
2,368
-286
-11% -$27K ﹤0.01% 2303
2022
Q2 		$238K Sell
2,654
-388
-13% -$37.7K ﹤0.01% 2362
2022
Q1 		$329K Sell
3,042
-144
-5% -$15.4K ﹤0.01% 2263
2021
Q4 		$363K Buy
3,186
+924
+41% +$102K ﹤0.01% 2231
2021
Q3 		$234K Buy
2,262
+17
+0.8% +$1.8K ﹤0.01% 2484
2021
Q2 		$231K Sell
2,245
-588
-21% -$58.7K ﹤0.01% 2520
2021
Q1 		$268K Sell
2,833
-6,348
-69% -$588K ﹤0.01% 2360
2020
Q4 		$829K Sell
9,181
-74,636
-89% -$6.38M ﹤0.01% 1576
2020
Q3 		$6.81M Buy
83,817
+6,085
+8% +$487K 0.01% 666
2020
Q2 		$5.75M Buy
77,732
+26,381
+51% +$1.85M 0.01% 694
2020
Q1 		$3.16M Buy
+51,351
New +$3.69M 0.01% 805

Other funds holding IWL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial's IWL Position: Q4 2022 in Review

Truist Financial sold out of iShares Russell Top 200 ETF (IWL) in Q4 2022, closing a stake of 2,368 shares — an estimated $201K sold.

Truist Financial first reported a position in IWL in Q1 2020 and held it in 11 quarters. The position peaked at $6.81M in Q3 2020. 124 funds tracked by Wall St. Rank hold IWL as of Q4 2022.

  • Truist Financial reported no remaining iShares Russell Top 200 ETF position as of Q4 2022 after selling out during the quarter.
  • Truist Financial sold 2,368 iShares Russell Top 200 ETF shares in Q4 2022, an estimated $201K.
  • Truist Financial first reported a position in iShares Russell Top 200 ETF in Q1 2020 and held it in 11 quarters.
  • Truist Financial's iShares Russell Top 200 ETF position peaked at $6.81M in Q3 2020.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.