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Compass Financial Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Compass Financial 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
Q1 		– Sell
-130
Closed -$18.8K – 299
2024
Q4 		$18.8K Buy
+130
New +$18.8K 0.01% 104

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

Compass Financial Services's IWL Position: Q1 2025 in Review

Compass Financial Services sold out of iShares Russell Top 200 ETF (IWL) in Q1 2025, closing a stake of 130 shares — an estimated $18.8K sold.

Compass Financial Services first reported a position in IWL in Q4 2024 and held it in 1 quarter. The position peaked at $18.8K in Q4 2024. 189 funds tracked by Wall St. Rank hold IWL as of Q1 2025.

  • Compass Financial Services reported no remaining iShares Russell Top 200 ETF position as of Q1 2025 after selling out during the quarter.
  • Compass Financial Services sold 130 iShares Russell Top 200 ETF shares in Q1 2025, an estimated $18.8K.
  • Compass Financial Services first reported a position in iShares Russell Top 200 ETF in Q4 2024 and held it in 1 quarter.
  • Compass Financial Services's iShares Russell Top 200 ETF position peaked at $18.8K in Q4 2024.
  • 189 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2025.

Based on Compass Financial Services's 13F filing for Q1 2025, filed 10 Jun 2025.