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

CreativeOne 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	$273K	Sell	1,700 -19,885	-92%	-$3.35M	0.01%	1009
2025 Q4	$3.68M	Buy	21,585 +2,717	+14%	+$459K	0.09%	210
2025 Q3	$3.13M	Buy	18,868 +8,401	+80%	+$1.34M	0.08%	242
2025 Q2	$1.6M	Sell	10,467 -1,882	-15%	-$265K	0.04%	400
2025 Q1	$1.7M	Sell	12,349 -346	-3%	-$50.2K	0.05%	333
2024 Q4	$1.84M	Buy	12,695 +1,193	+10%	+$173K	0.06%	306
2024 Q3	$1.62M	Buy	+11,502	New	+$1.56M	0.05%	310
2024 Q2	–	Sell	-5,496	Closed	-$699K	–	848
2024 Q1	$699K	Buy	+5,496	New	+$666K	0.03%	470

Other funds holding IWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RIS

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

CreativeOne Wealth's IWL Position: Q1 2026 in Review

CreativeOne Wealth reduced its iShares Russell Top 200 ETF (IWL) stake by 92% in Q1 2026, selling an estimated $3.35M and leaving 1,700 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #1009.

CreativeOne Wealth first reported a position in IWL in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.68M in Q4 2025. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

CreativeOne Wealth held 1,700 shares of iShares Russell Top 200 ETF worth $273K as of Q1 2026.
CreativeOne Wealth sold 19,885 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $3.35M.
iShares Russell Top 200 ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1009 holding.
CreativeOne Wealth first reported a position in iShares Russell Top 200 ETF in Q1 2024 and has held it in 8 quarters since.
CreativeOne Wealth's iShares Russell Top 200 ETF position peaked at $3.68M in Q4 2025.
225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.