Ameriprise’s iShares Russell Top 200 ETF IWL Stock Holding History

Ameriprise’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	$56.8M	Sell	353,515 -13,408	-4%	-$2.26M	0.01%	806
2025 Q4	$62.6M	Buy	366,923 +8,791	+2%	+$1.49M	0.01%	759
2025 Q3	$59.5M	Sell	358,132 -1,061	-0.3%	-$169K	0.01%	795
2025 Q2	$54.8M	Buy	359,193 +9,580	+3%	+$1.35M	0.01%	808
2025 Q1	$48.1M	Sell	349,613 -18,752	-5%	-$2.72M	0.01%	857
2024 Q4	$53.3M	Buy	368,365 +11,151	+3%	+$1.61M	0.01%	806
2024 Q3	$50.2M	Sell	357,214 -9,707	-3%	-$1.32M	0.01%	846
2024 Q2	$49.2M	Sell	366,921 -9,886	-3%	-$1.26M	0.01%	804
2024 Q1	$47.8M	Buy	376,807 +7,952	+2%	+$964K	0.01%	825
2023 Q4	$42.5M	Buy	368,855 +34,599	+10%	+$3.74M	0.01%	847
2023 Q3	$34.6M	Sell	334,256 -16,295	-5%	-$1.75M	0.01%	917
2023 Q2	$37.3M	Buy	350,551 +144,387	+70%	+$14.5M	0.01%	903
2023 Q1	$20.1M	Sell	206,164 -638,943	-76%	-$60.1M	0.01%	1260
2022 Q4	$76M	Buy	845,107 +535,227	+173%	+$48.6M	0.03%	567
2022 Q3	$26.3M	Buy	309,880 +4,463	+1%	+$422K	0.01%	1016
2022 Q2	$27.3M	Sell	305,417 -157,181	-34%	-$15.3M	0.01%	1011
2022 Q1	$50.4M	Sell	462,598 -75,365	-14%	-$8.04M	0.01%	809
2021 Q4	$61.3M	Sell	537,963 -9,405	-2%	-$1.04M	0.02%	755
2021 Q3	$56.4M	Buy	547,368 +9,511	+2%	+$1.01M	0.02%	714
2021 Q2	$55.3M	Buy	537,857 +55,019	+11%	+$5.49M	0.02%	753
2021 Q1	$45.8M	Buy	482,838 +9,430	+2%	+$874K	0.02%	809
2020 Q4	$42.7M	Buy	473,408 +168,625	+55%	+$14.4M	0.02%	814
2020 Q3	$24.7M	Buy	304,783 +48,111	+19%	+$3.85M	0.01%	960
2020 Q2	$19M	Buy	256,672 +196,615	+327%	+$13.8M	0.01%	1086
2020 Q1	$3.7M	Buy	60,057 +19,429	+48%	+$1.4M	﹤0.01%	2107
2019 Q4	$3.05M	Sell	40,628 -7,737	-16%	-$555K	﹤0.01%	2511
2019 Q3	$3.33M	Buy	48,365 +8,302	+21%	+$570K	﹤0.01%	2435
2019 Q2	$2.73M	Buy	40,063 +4,547	+13%	+$304K	﹤0.01%	2576
2019 Q1	$2.33M	Buy	35,516 +16,167	+84%	+$1.02M	﹤0.01%	2670
2018 Q4	$1.13M	Sell	19,349 -32,449	-63%	-$2.04M	﹤0.01%	2895
2018 Q3	$3.5M	Buy	51,798 +4,129	+9%	+$273K	﹤0.01%	2571
2018 Q2	$3M	Buy	47,669 +29,597	+164%	+$1.85M	﹤0.01%	2542
2018 Q1	$1.1M	Sell	18,072 -7,816	-30%	-$493K	﹤0.01%	2944
2017 Q4	$1.59M	Buy	25,888 +1,684	+7%	+$101K	﹤0.01%	2769
2017 Q3	$1.4M	Sell	24,204 -2,686	-10%	-$152K	﹤0.01%	2806
2017 Q2	$1.5M	Sell	26,890 -4,440	-14%	-$244K	﹤0.01%	2750
2017 Q1	$1.69M	Sell	31,330 -2,372	-7%	-$126K	﹤0.01%	2662
2016 Q4	$1.72M	Sell	33,702 -150,650	-82%	-$7.51M	﹤0.01%	2705
2016 Q3	$9.1M	Buy	184,352 +14,183	+8%	+$697K	0.01%	1529
2016 Q2	$8.17M	Buy	170,169 +7,750	+5%	+$367K	﹤0.01%	1560
2016 Q1	$7.62M	Sell	162,419 -6,390	-4%	-$285K	﹤0.01%	1647
2015 Q4	$7.92M	Buy	168,809 +40,860	+32%	+$1.92M	﹤0.01%	1635
2015 Q3	$5.58M	Buy	127,949 +40,232	+46%	+$1.86M	﹤0.01%	1937
2015 Q2	$4.13M	Buy	87,717 +14,519	+20%	+$694K	﹤0.01%	2274
2015 Q1	$3.42M	Buy	73,198 +8,774	+14%	+$411K	﹤0.01%	2301
2014 Q4	$3.04M	Buy	64,424 +63,771	+9,766%	+$2.92M	﹤0.01%	2350
2014 Q3	$29K	Hold	653	–	–	﹤0.01%	4281
2014 Q2	$29K	Hold	653	–	–	﹤0.01%	4152
2014 Q1	$28K	Hold	653	–	–	﹤0.01%	4039
2013 Q4	$27K	Hold	653	–	–	﹤0.01%	3931
2013 Q3	$25K	Hold	653	–	–	﹤0.01%	4259
2013 Q2	$24K	Buy	+653	New	+$23.9K	﹤0.01%	4164

Other funds holding IWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RIS

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 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

RWP

Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return