Corient Private Wealth
IWL icon

Corient Private Wealth’s iShares Russell Top 200 ETF IWL Stock Holding History

Corient Private Wealth’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 		$421K Sell
2,626
-3,374
-56% -$569K ﹤0.01% 2122
2025
Q4 		$1.02M Buy
6,000
+4,353
+264% +$735K ﹤0.01% 1874
2025
Q3 		$274K Sell
1,647
-628
-28% -$99.9K ﹤0.01% 2180
2025
Q2 		$348K Hold
2,275
– – ﹤0.01% 1908
2025
Q1 		$313K Sell
2,275
-140
-6% -$20.3K ﹤0.01% 1833
2024
Q4 		$349K Sell
2,415
-1,709
-41% -$247K ﹤0.01% 1810
2024
Q3 		$579K Buy
4,124
+661
+19% +$89.6K ﹤0.01% 1660
2024
Q2 		$464K Hold
3,463
– – ﹤0.01% 1690
2024
Q1 		$440K Hold
3,463
– – ﹤0.01% 1702
2023
Q4 		$399K Hold
3,463
– – ﹤0.01% 1731
2023
Q3 		$358K Buy
3,463
+628
+22% +$67.4K ﹤0.01% 1657
2023
Q2 		$302K Hold
2,835
– – ﹤0.01% 1693
2023
Q1 		$276K Hold
2,835
– – ﹤0.01% 1652
2022
Q4 		$255K Buy
+2,835
New +$257K ﹤0.01% 1395

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 $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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