Wealthcare Advisory Partners’s iShares Russell Top 200 ETF IWL Stock Holding History

Wealthcare Advisory Partners’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 Q3	–	Sell	-2,570	Closed	-$231K	–	615
2022 Q2	$231K	Buy	2,570 +11	+0.4%	+$1.07K	0.01%	488
2022 Q1	$277K	Sell	2,559 -133	-5%	-$14.2K	0.02%	440
2021 Q4	$307K	Buy	2,692 +190	+8%	+$21K	0.02%	434
2021 Q3	$258K	Buy	2,502 +329	+15%	+$34.9K	0.02%	460
2021 Q2	$223K	Sell	2,173 -390	-15%	-$38.9K	0.01%	501
2021 Q1	$243K	Hold	2,563	–	–	0.02%	443
2020 Q4	$231K	Buy	+2,563	New	+$219K	0.02%	371

Other funds holding IWL

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

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

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

SEM

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's IWL Position: Q3 2022 in Review

Wealthcare Advisory Partners sold out of iShares Russell Top 200 ETF (IWL) in Q3 2022, closing a stake of 2,570 shares — an estimated $231K sold.

Wealthcare Advisory Partners first reported a position in IWL in Q4 2020 and held it in 7 quarters. The position peaked at $307K in Q4 2021. 116 funds tracked by Wall St. Rank hold IWL as of Q3 2022.

Wealthcare Advisory Partners reported no remaining iShares Russell Top 200 ETF position as of Q3 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,570 iShares Russell Top 200 ETF shares in Q3 2022, an estimated $231K.
Wealthcare Advisory Partners first reported a position in iShares Russell Top 200 ETF in Q4 2020 and held it in 7 quarters.
Wealthcare Advisory Partners's iShares Russell Top 200 ETF position peaked at $307K in Q4 2021.
116 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2022, filed 14 Nov 2022.