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Wexford Capital’s iShares Russell Top 200 ETF IWL Stock Holding History

Wexford Capital’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
2023
Q1 		– Sell
-165,154
Closed -$14.9M – 207
2022
Q4 		$14.9M Buy
+165,154
New +$15M 3.06% 5

Other funds holding IWL

GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wexford Capital's IWL Position: Q1 2023 in Review

Wexford Capital sold out of iShares Russell Top 200 ETF (IWL) in Q1 2023, closing a stake of 165,154 shares — an estimated $14.9M sold.

Wexford Capital first reported a position in IWL in Q4 2022 and held it in 1 quarter. The position peaked at $14.9M in Q4 2022. 124 funds tracked by Wall St. Rank hold IWL as of Q1 2023.

  • Wexford Capital reported no remaining iShares Russell Top 200 ETF position as of Q1 2023 after selling out during the quarter.
  • Wexford Capital sold 165,154 iShares Russell Top 200 ETF shares in Q1 2023, an estimated $14.9M.
  • Wexford Capital first reported a position in iShares Russell Top 200 ETF in Q4 2022 and held it in 1 quarter.
  • Wexford Capital's iShares Russell Top 200 ETF position peaked at $14.9M in Q4 2022.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2023.

Based on Wexford Capital's 13F filing for Q1 2023, filed 15 May 2023.