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

AE 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
2026 Q1	$39.1K	Hold	244	–	–	﹤0.01%	2015
2025 Q4	$41.6K	Hold	244	–	–	﹤0.01%	1885
2025 Q3	$40.5K	Buy	244 +159	+187%	+$25.3K	﹤0.01%	1760
2025 Q2	$13K	Hold	85	–	–	﹤0.01%	1835
2025 Q1	$11.7K	Buy	85 +10	+13%	+$1.45K	﹤0.01%	1834
2024 Q4	$10.9K	Buy	+75	New	+$10.9K	﹤0.01%	1831
2024 Q1	–	Sell	-3,352	Closed	-$398K	–	1581
2023 Q4	$398K	Sell	3,352 -2,254	-40%	-$244K	﹤0.01%	1569
2023 Q3	$580K	Sell	5,606 -1,707	-23%	-$183K	﹤0.01%	1300
2023 Q2	$780K	Sell	7,313 -872	-11%	-$87.6K	﹤0.01%	1184
2023 Q1	$796K	Buy	+8,185	New	+$770K	0.01%	1139
2022 Q2	–	Sell	-53,189	Closed	-$5.75M	–	1779
2022 Q1	$5.75M	Buy	+53,189	New	+$5.67M	0.04%	400
2020 Q1	–	Sell	-9,245	Closed	-$695K	–	1204
2019 Q4	$695K	Sell	9,245 -18,365	-67%	-$1.32M	0.02%	628
2019 Q3	$1.9M	Buy	+27,610	New	+$1.9M	0.06%	289

Other funds holding IWL

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

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return