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

WealthPLAN 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
2015
Q2 		– Sell
-54
Closed -$3K – 474
2015
Q1 		$3K Buy
+54
New +$2.53K ﹤0.01% 463

Other funds holding IWL

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WealthPLAN Partners's IWL Position: Q2 2015 in Review

WealthPLAN Partners sold out of iShares Russell Top 200 ETF (IWL) in Q2 2015, closing a stake of 54 shares — an estimated $3K sold.

WealthPLAN Partners first reported a position in IWL in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 25 funds tracked by Wall St. Rank hold IWL as of Q2 2015.

  • WealthPLAN Partners reported no remaining iShares Russell Top 200 ETF position as of Q2 2015 after selling out during the quarter.
  • WealthPLAN Partners sold 54 iShares Russell Top 200 ETF shares in Q2 2015, an estimated $3K.
  • WealthPLAN Partners first reported a position in iShares Russell Top 200 ETF in Q1 2015 and held it in 1 quarter.
  • WealthPLAN Partners's iShares Russell Top 200 ETF position peaked at $3K in Q1 2015.
  • 25 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2015.

Based on WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.