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Centennial Bank’s iShares Russell Top 200 ETF IWL Stock Holding History

Centennial Bank’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
Q1 		– Sell
-178
Closed -$25.8K – 331
2024
Q4 		$25.8K Sell
178
-278
-61% -$40.2K 0.01% 223
2024
Q3 		$64K Buy
+456
New +$61.8K 0.03% 183

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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 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

Centennial Bank's IWL Position: Q1 2025 in Review

Centennial Bank sold out of iShares Russell Top 200 ETF (IWL) in Q1 2025, closing a stake of 178 shares — an estimated $25.8K sold.

Centennial Bank first reported a position in IWL in Q3 2024 and held it in 2 quarters. The position peaked at $64K in Q3 2024. 189 funds tracked by Wall St. Rank hold IWL as of Q1 2025.

  • Centennial Bank reported no remaining iShares Russell Top 200 ETF position as of Q1 2025 after selling out during the quarter.
  • Centennial Bank sold 178 iShares Russell Top 200 ETF shares in Q1 2025, an estimated $25.8K.
  • Centennial Bank first reported a position in iShares Russell Top 200 ETF in Q3 2024 and held it in 2 quarters.
  • Centennial Bank's iShares Russell Top 200 ETF position peaked at $64K in Q3 2024.
  • 189 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2025.

Based on Centennial Bank's 13F filing for Q1 2025, filed 29 Apr 2025.