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

Cornerstone 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
2026 Q1	$290K	Hold	1,805	–	–	0.01%	586
2025 Q4	$308K	Hold	1,805	–	–	0.02%	539
2025 Q3	$300K	Hold	1,805	–	–	0.02%	531
2025 Q2	$276K	Hold	1,805	–	–	0.02%	530
2025 Q1	$248K	Sell	1,805 -146	-7%	-$21.2K	0.02%	519
2024 Q4	$282K	Hold	1,951	–	–	0.02%	479
2024 Q3	$274K	Sell	1,951 -53	-3%	-$7.18K	0.02%	474
2024 Q2	$268K	Sell	2,004 -127	-6%	-$16.2K	0.02%	456
2024 Q1	$271K	Hold	2,131	–	–	0.02%	444
2023 Q4	$245K	Sell	2,131 -90	-4%	-$9.74K	0.02%	453
2023 Q3	$230K	Buy	2,221 +45	+2%	+$4.83K	0.02%	482
2023 Q2	$232K	Hold	2,176	–	–	0.02%	459
2023 Q1	$212K	Buy	+2,176	New	+$205K	0.02%	437
2022 Q3	–	Sell	-2,375	Closed	-$213K	–	452
2022 Q2	$213K	Buy	2,375 +2	+0.1%	+$195	0.02%	413
2022 Q1	$256K	Buy	2,373 +503	+27%	+$53.6K	0.02%	400
2021 Q4	$214K	Buy	+1,870	New	+$206K	0.02%	473

Other funds holding IWL

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

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return