AAM
IWL icon

Aureus Asset Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Aureus Asset 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 		$963K Hold
6,000
– – 0.06% 117
2025
Q4 		$1.02M Hold
6,000
– – 0.07% 97
2025
Q3 		$997K Hold
6,000
– – 0.06% 90
2025
Q2 		$919K Hold
6,000
– – 0.06% 97
2025
Q1 		$824K Hold
6,000
– – 0.06% 102
2024
Q4 		$868K Hold
6,000
– – 0.06% 102
2024
Q3 		$843K Hold
6,000
– – 0.06% 97
2024
Q2 		$804K Hold
6,000
– – 0.06% 98
2024
Q1 		$763K Hold
6,000
– – 0.05% 97
2023
Q4 		$691K Hold
6,000
– – 0.05% 104
2023
Q3 		$620K Hold
6,000
– – 0.05% 107
2023
Q2 		$640K Hold
6,000
– – 0.05% 106
2023
Q1 		$584K Hold
6,000
– – 0.05% 110
2022
Q4 		$540K Buy
+6,000
New +$544K 0.05% 119

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