Boyd Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Boyd Wealth 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	$2.26M	Sell	14,081 -12	-0.1%	-$2.02K	0.96%	18
2025 Q4	$2.4M	Sell	14,093 -4	-0%	-$676	1.02%	18
2025 Q3	$2.34M	Sell	14,097 -1,213	-8%	-$193K	1.01%	17
2025 Q2	$2.34M	Buy	15,310 +1,395	+10%	+$197K	1.02%	18
2025 Q1	$1.91M	Buy	13,915 +3,498	+34%	+$508K	0.95%	17
2024 Q4	$1.51M	Sell	10,417 -492	-5%	-$71.2K	0.74%	21
2024 Q3	$1.53M	Sell	10,909 -28	-0.3%	-$3.8K	0.78%	21
2024 Q2	$1.47M	Sell	10,937 -65	-0.6%	-$8.31K	0.81%	22
2024 Q1	$1.4M	Buy	11,002 +14	+0.1%	+$1.7K	0.8%	20
2023 Q4	$1.26M	Sell	10,988 -243	-2%	-$26.3K	0.79%	21
2023 Q3	$1.16M	Sell	11,231 -219	-2%	-$23.5K	0.78%	22
2023 Q2	$1.22M	Sell	11,450 -313	-3%	-$31.4K	0.74%	23
2023 Q1	$1.14M	Buy	11,763 +15	+0.1%	+$1.41K	0.79%	18
2022 Q4	$1.06M	Sell	11,748 -737	-6%	-$66.9K	0.78%	19
2022 Q3	$1.06M	Sell	12,485 -2,359	-16%	-$223K	0.85%	17
2022 Q2	$1.33M	Buy	14,844 +12,505	+535%	+$1.22M	1.09%	15
2022 Q1	$253K	Sell	2,339 -3,099	-57%	-$330K	0.19%	34
2021 Q4	$620K	Buy	+5,438	New	+$600K	0.45%	26

Other funds holding IWL

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

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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