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United Capital Financial Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

United Capital Financial Advisors’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
-6,548
Closed -$556K – 1080
2022
Q3 		$556K Hold
6,548
– – ﹤0.01% 740
2022
Q2 		$588K Buy
+6,548
New +$637K ﹤0.01% 757
2015
Q4 		– Sell
-34,083
Closed -$1.49M – 1253
2015
Q3 		$1.49M Buy
+34,083
New +$1.58M 0.02% 587

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

United Capital Financial Advisors's IWL Position: Q4 2022 in Review

United Capital Financial Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q4 2022, closing a stake of 6,548 shares — an estimated $556K sold.

United Capital Financial Advisors first reported a position in IWL in Q3 2015 and held it in 3 quarters. The position peaked at $1.49M in Q3 2015. 124 funds tracked by Wall St. Rank hold IWL as of Q4 2022.

  • United Capital Financial Advisors reported no remaining iShares Russell Top 200 ETF position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,548 iShares Russell Top 200 ETF shares in Q4 2022, an estimated $556K.
  • United Capital Financial Advisors first reported a position in iShares Russell Top 200 ETF in Q3 2015 and held it in 3 quarters.
  • United Capital Financial Advisors's iShares Russell Top 200 ETF position peaked at $1.49M in Q3 2015.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.