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

VitalStone 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
2024 Q3	$3.79K	Hold	27	–	–	﹤0.01%	321
2024 Q2	$3.62K	Hold	27	–	–	﹤0.01%	327
2024 Q1	$3K	Hold	27	–	–	﹤0.01%	368
2023 Q4	$3K	Hold	27	–	–	﹤0.01%	371
2023 Q3	$3K	Sell	27 -26	-49%	-$2.79K	﹤0.01%	334
2023 Q2	$5K	Sell	53 -6	-10%	-$603	﹤0.01%	722
2023 Q1	$7K	Buy	59 +6	+11%	+$564	0.01%	229
2022 Q4	$5K	Buy	+53	New	+$4.81K	﹤0.01%	399

Other funds holding IWL

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VitalStone Financial's IWL Position: Q3 2024 in Review

VitalStone Financial held its iShares Russell Top 200 ETF (IWL) position steady in Q3 2024 at 27 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

VitalStone Financial first reported a position in IWL in Q4 2022 and has held it in 8 quarters since. The position peaked at $7K in Q1 2023. 160 funds tracked by Wall St. Rank hold IWL as of Q3 2024.

VitalStone Financial held 27 shares of iShares Russell Top 200 ETF worth $3.79K as of Q3 2024.
VitalStone Financial left its iShares Russell Top 200 ETF share count unchanged in Q3 2024.
iShares Russell Top 200 ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #321 holding.
VitalStone Financial first reported a position in iShares Russell Top 200 ETF in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's iShares Russell Top 200 ETF position peaked at $7K in Q1 2023.
160 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.