WP
IWL icon

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 $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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.