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

TrustCore 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
2022
Q1 		– Sell
-290
Closed -$33K – 1073
2021
Q4 		$33K Hold
290
– – ﹤0.01% 522
2021
Q3 		$30K Buy
+290
New +$30.8K ﹤0.01% 574

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GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 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
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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

TrustCore Financial Services's IWL Position: Q1 2022 in Review

TrustCore Financial Services sold out of iShares Russell Top 200 ETF (IWL) in Q1 2022, closing a stake of 290 shares — an estimated $33K sold.

TrustCore Financial Services first reported a position in IWL in Q3 2021 and held it in 2 quarters. The position peaked at $33K in Q4 2021. 115 funds tracked by Wall St. Rank hold IWL as of Q1 2022.

  • TrustCore Financial Services reported no remaining iShares Russell Top 200 ETF position as of Q1 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 290 iShares Russell Top 200 ETF shares in Q1 2022, an estimated $33K.
  • TrustCore Financial Services first reported a position in iShares Russell Top 200 ETF in Q3 2021 and held it in 2 quarters.
  • TrustCore Financial Services's iShares Russell Top 200 ETF position peaked at $33K in Q4 2021.
  • 115 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2022.

Based on TrustCore Financial Services's 13F filing for Q1 2022, filed 9 May 2022.