CAGAS
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Capital Advisory Group Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Capital Advisory Group 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
2026
Q1 		– Sell
-3,575
Closed -$610K – 78
2025
Q4 		$610K Sell
3,575
-31
-0.9% -$5.24K 0.18% 100
2025
Q3 		$599K Buy
3,606
+160
+5% +$25.5K 0.19% 104
2025
Q2 		$528K Sell
3,446
-2,955
-46% -$417K 0.19% 109
2025
Q1 		$880K Buy
6,401
+48
+0.8% +$6.97K 0.34% 76
2024
Q4 		$919K Buy
6,353
+2,505
+65% +$362K 0.33% 78
2024
Q3 		$540K Buy
3,848
+1,826
+90% +$248K 0.22% 94
2024
Q2 		$271K Buy
+2,022
New +$258K 0.12% 127

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 $1.43B AUM 24.87% 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