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Abich Financial Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$2.66K Buy
+16
New +$2.55K ﹤0.01% 552
2024
Q3 		– Sell
-16
Closed -$2.14K – 635
2024
Q2 		$2.14K Hold
16
– – ﹤0.01% 479
2024
Q1 		$2.03K Hold
16
– – ﹤0.01% 375
2023
Q4 		$1.84K Buy
+16
New +$1.73K ﹤0.01% 335

Other funds holding IWL

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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Abich Financial Wealth Management's IWL Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Russell Top 200 ETF (IWL) in Q3 2025: 16 shares worth $2.66K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IWL as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in IWL in Q4 2023 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold IWL as of Q3 2025.

  • Abich Financial Wealth Management held 16 shares of iShares Russell Top 200 ETF worth $2.66K as of Q3 2025.
  • iShares Russell Top 200 ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #552 holding.
  • Abich Financial Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2023 and has held it in 4 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.