AAS
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Avantax Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.75M Sell
11,457
-271
-2% -$38.2K 0.01% 869
2025
Q1 		$1.61M Buy
11,728
+6,928
+144% +$1.01M 0.01% 854
2024
Q4 		$695K Buy
4,800
+690
+17% +$99.8K ﹤0.01% 1239
2024
Q3 		$577K Sell
4,110
-473
-10% -$64.1K ﹤0.01% 1319
2024
Q2 		$614K Buy
4,583
+1,868
+69% +$239K ﹤0.01% 1237
2024
Q1 		$345K Sell
2,715
-57
-2% -$6.91K ﹤0.01% 1226
2023
Q4 		$319K Buy
+2,772
New +$300K ﹤0.01% 1202
2023
Q2 		– Sell
-2,129
Closed -$207K – 1540
2023
Q1 		$207K Sell
2,129
-305
-13% -$28.7K ﹤0.01% 1360
2022
Q4 		$219K Sell
2,434
-59
-2% -$5.35K ﹤0.01% 1268
2022
Q3 		$212K Hold
2,493
– – ﹤0.01% 1188
2022
Q2 		$224K Sell
2,493
-254
-9% -$24.7K ﹤0.01% 1157
2022
Q1 		$299K Sell
2,747
-995
-27% -$106K ﹤0.01% 1002
2021
Q4 		$426K Sell
3,742
-410
-10% -$45.2K 0.01% 819
2021
Q3 		$427K Sell
4,152
-522
-11% -$55.4K 0.01% 774
2021
Q2 		$480K Buy
4,674
+656
+16% +$65.5K 0.01% 720
2021
Q1 		$382K Buy
4,018
+229
+6% +$21.2K 0.01% 706
2020
Q4 		$342K Sell
3,789
-2,070
-35% -$177K 0.01% 674
2020
Q3 		$474K Buy
+5,859
New +$469K 0.01% 810

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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Avantax Advisory Services's IWL Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Russell Top 200 ETF (IWL) stake by 2.3% in Q2 2025, selling an estimated $38.2K and leaving 11,457 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #869.

Avantax Advisory Services first reported a position in IWL in Q3 2020 and has held it in 18 quarters since. 200 funds tracked by Wall St. Rank hold IWL as of Q2 2025.

  • Avantax Advisory Services held 11,457 shares of iShares Russell Top 200 ETF worth $1.75M as of Q2 2025.
  • Avantax Advisory Services sold 271 iShares Russell Top 200 ETF shares in Q2 2025, an estimated $38.2K.
  • iShares Russell Top 200 ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #869 holding.
  • Avantax Advisory Services first reported a position in iShares Russell Top 200 ETF in Q3 2020 and has held it in 18 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.