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

Centricity 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
2025
Q2 		$202K Hold
1,320
– – 0.16% 73
2025
Q1 		$181K Hold
1,320
– – 0.16% 76
2024
Q4 		$191K Buy
+1,320
New +$191K 0.18% 76

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $869M AUM 21.29% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Centricity Wealth Management's IWL Position: Q2 2025 in Review

Centricity Wealth Management held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2025 at 1,320 shares worth $202K. The position accounts for 0.16% of the portfolio, ranked #73.

Centricity Wealth Management first reported a position in IWL in Q4 2024 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold IWL as of Q2 2025.

  • Centricity Wealth Management held 1,320 shares of iShares Russell Top 200 ETF worth $202K as of Q2 2025.
  • Centricity Wealth Management left its iShares Russell Top 200 ETF share count unchanged in Q2 2025.
  • iShares Russell Top 200 ETF made up 0.16% of Centricity Wealth Management's portfolio in Q2 2025, its #73 holding.
  • Centricity Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.