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Zimmermann Investment Management & Planning’s iShares Russell Top 200 ETF IWL Stock Holding History

Zimmermann Investment Management & Planning’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
2024
Q4 		– Sell
-72,026
Closed -$10.1M – 63
2024
Q3 		$10.1M Buy
72,026
+51,831
+257% +$7.03M 3.1% 7
2024
Q2 		$2.71M Buy
20,195
+311
+2% +$39.7K 0.9% 32
2024
Q1 		$2.53M Sell
19,884
-218
-1% -$26.4K 0.91% 32
2023
Q4 		$2.31M Sell
20,102
-896
-4% -$96.9K 0.95% 33
2023
Q3 		$2.17M Buy
20,998
+248
+1% +$26.6K 1.04% 32
2023
Q2 		$2.21M Buy
20,750
+177
+0.9% +$17.8K 1.03% 34
2023
Q1 		$2M Sell
20,573
-4,592
-18% -$432K 1.05% 30
2022
Q4 		$2.26M Sell
25,165
-14,574
-37% -$1.32M 1.31% 23
2022
Q3 		$3.37M Buy
39,739
+440
+1% +$41.6K 2.1% 18
2022
Q2 		$3.53M Buy
39,299
+469
+1% +$45.6K 2.42% 13
2022
Q1 		$4.2M Sell
38,830
-490
-1% -$52.2K 2.49% 14
2021
Q4 		$4.48M Buy
+39,320
New +$4.34M 2.51% 14

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Zimmermann Investment Management & Planning's IWL Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of iShares Russell Top 200 ETF (IWL) in Q4 2024, closing a stake of 72,026 shares — an estimated $10.1M sold.

Zimmermann Investment Management & Planning first reported a position in IWL in Q4 2021 and held it in 12 quarters. The position peaked at $10.1M in Q3 2024. 187 funds tracked by Wall St. Rank hold IWL as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining iShares Russell Top 200 ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 72,026 iShares Russell Top 200 ETF shares in Q4 2024, an estimated $10.1M.
  • Zimmermann Investment Management & Planning first reported a position in iShares Russell Top 200 ETF in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's iShares Russell Top 200 ETF position peaked at $10.1M in Q3 2024.
  • 187 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.