AF
IWL icon

Allworth Financial’s iShares Russell Top 200 ETF IWL Stock Holding History

Allworth Financial’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 		$45.3K Hold
282
– – ﹤0.01% 2400
2025
Q4 		$48.1K Buy
282
+1
+0.4% +$169 ﹤0.01% 2228
2025
Q3 		$46.7K Buy
+281
New +$44.7K ﹤0.01% 2137
2022
Q1 		– Sell
-920
Closed -$105K – 2244
2021
Q4 		$105K Hold
920
– – ﹤0.01% 666
2021
Q3 		$95K Hold
920
– – ﹤0.01% 630
2021
Q2 		$95K Hold
920
– – ﹤0.01% 480
2021
Q1 		$87K Hold
920
– – ﹤0.01% 469
2020
Q4 		$83K Buy
+920
New +$78.6K ﹤0.01% 395

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GC
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TF
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RIS
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Lido Advisors
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Ameriprise
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CB
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FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return