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United Advisor Group’s iShares Russell Top 200 ETF IWL Stock Holding History

United Advisor 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
2024
Q4 		– Sell
-2,025
Closed -$284K – 384
2024
Q3 		$284K Buy
+2,025
New +$275K 0.06% 287

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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

United Advisor Group's IWL Position: Q4 2024 in Review

United Advisor Group sold out of iShares Russell Top 200 ETF (IWL) in Q4 2024, closing a stake of 2,025 shares — an estimated $284K sold.

United Advisor Group first reported a position in IWL in Q3 2024 and held it in 1 quarter. The position peaked at $284K in Q3 2024. 187 funds tracked by Wall St. Rank hold IWL as of Q4 2024.

  • United Advisor Group reported no remaining iShares Russell Top 200 ETF position as of Q4 2024 after selling out during the quarter.
  • United Advisor Group sold 2,025 iShares Russell Top 200 ETF shares in Q4 2024, an estimated $284K.
  • United Advisor Group first reported a position in iShares Russell Top 200 ETF in Q3 2024 and held it in 1 quarter.
  • United Advisor Group's iShares Russell Top 200 ETF position peaked at $284K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2024.

Based on United Advisor Group's 13F filing for Q4 2024, filed 24 Feb 2025.