ACA
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Aptus Capital Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Aptus Capital Advisors’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 		$2.09K Hold
13
– – ﹤0.01% 1621
2025
Q4 		$2.22K Hold
13
– – ﹤0.01% 1609
2025
Q3 		$2.16K Hold
13
– – ﹤0.01% 1541
2025
Q2 		$1.99K Hold
13
– – ﹤0.01% 1480
2025
Q1 		$1.79K Hold
13
– – ﹤0.01% 1391
2024
Q4 		$1.88K Hold
13
– – ﹤0.01% 1378
2024
Q3 		$1.83K Hold
13
– – ﹤0.01% 1197
2024
Q2 		$1.74K Hold
13
– – ﹤0.01% 1119
2024
Q1 		$1.65K Hold
13
– – ﹤0.01% 1141
2023
Q4 		$1.5K Buy
+13
New +$1.41K ﹤0.01% 875
2023
Q1 		– Sell
-250
Closed -$22.5K – 840
2022
Q4 		$22.5K Hold
250
– – ﹤0.01% 644
2022
Q3 		$21K Buy
+250
New +$23.6K ﹤0.01% 610

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
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.26B AUM 18.75% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return