W
IWL icon

WealthStone’s iShares Russell Top 200 ETF IWL Stock Holding History

WealthStone’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
2020
Q1 		– Sell
-5,435
Closed -$410K – 34
2019
Q4 		$410K Hold
5,435
– – 0.24% 25
2019
Q3 		$375K Buy
+5,435
New +$373K 0.2% 40
2019
Q2 		– Hold
0
– – – 102

Other funds holding IWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WealthStone's IWL Position: Q1 2020 in Review

WealthStone sold out of iShares Russell Top 200 ETF (IWL) in Q1 2020, closing a stake of 5,435 shares — an estimated $410K sold.

WealthStone first reported a position in IWL in Q3 2019 and held it in 2 quarters. The position peaked at $410K in Q4 2019. 54 funds tracked by Wall St. Rank hold IWL as of Q1 2020.

  • WealthStone reported no remaining iShares Russell Top 200 ETF position as of Q1 2020 after selling out during the quarter.
  • WealthStone sold 5,435 iShares Russell Top 200 ETF shares in Q1 2020, an estimated $410K.
  • WealthStone first reported a position in iShares Russell Top 200 ETF in Q3 2019 and held it in 2 quarters.
  • WealthStone's iShares Russell Top 200 ETF position peaked at $410K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2020.

Based on WealthStone's 13F filing for Q1 2020, filed 29 Apr 2020.