Cresset Asset Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Cresset Asset 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	$3.97M	Hold	24,731	–	–	0.02%	412
2025 Q4	$4.22M	Hold	24,731	–	–	0.02%	400
2025 Q3	$4.11M	Sell	24,731 -8,450	-25%	-$1.34M	0.02%	386
2025 Q2	$5.87M	Buy	33,181 +8,450	+34%	+$1.19M	0.03%	308
2025 Q1	$3.4M	Buy	24,731 +9,494	+62%	+$1.38M	0.02%	410
2024 Q4	$2.2M	Sell	15,237 -34,224	-69%	-$4.95M	0.01%	524
2024 Q3	$6.95M	Buy	49,461 +18,989	+62%	+$2.57M	0.03%	387
2024 Q2	$4.08M	Buy	30,472 +1	+0%	+$128	0.02%	480
2024 Q1	$3.87M	Buy	30,471 +10,700	+54%	+$1.3M	0.02%	427
2023 Q4	$2.54M	Buy	19,771 +4,278	+28%	+$463K	0.02%	485
2023 Q3	$1.6M	Sell	15,493 -104	-0.7%	-$11.2K	0.01%	639
2023 Q2	$1.66M	Buy	15,597 +237	+2%	+$23.8K	0.01%	707
2023 Q1	$1.49M	Buy	15,360 +1	+0%	+$94	0.03%	268
2022 Q4	$31.2K	Buy	15,359 +1	+0%	+$91	﹤0.01%	697
2022 Q3	$1.3M	Buy	15,358 +2	+0%	+$189	0.02%	289
2022 Q2	$1.38M	Buy	15,356 +12,393	+418%	+$1.21M	0.02%	297
2022 Q1	$320K	Buy	+2,963	New	+$316K	﹤0.01%	754

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 $1.26B AUM 18.75% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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