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Wealth & Pension Services Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Wealth & Pension Services 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
2019
Q3 		$277K Hold
4,017
– – 0.2% 102
2019
Q2 		$273K Sell
4,017
-118
-3% -$7.89K 0.2% 100
2019
Q1 		$271K Buy
+4,135
New +$261K 0.21% 98

Other funds holding IWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth & Pension Services Group's IWL Position: Q3 2019 in Review

Wealth & Pension Services Group held its iShares Russell Top 200 ETF (IWL) position steady in Q3 2019 at 4,017 shares worth $277K. The position accounts for 0.2% of the portfolio, ranked #102.

Wealth & Pension Services Group first reported a position in IWL in Q1 2019 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold IWL as of Q3 2019.

  • Wealth & Pension Services Group held 4,017 shares of iShares Russell Top 200 ETF worth $277K as of Q3 2019.
  • Wealth & Pension Services Group left its iShares Russell Top 200 ETF share count unchanged in Q3 2019.
  • iShares Russell Top 200 ETF made up 0.2% of Wealth & Pension Services Group's portfolio in Q3 2019, its #102 holding.
  • Wealth & Pension Services Group first reported a position in iShares Russell Top 200 ETF in Q1 2019 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.