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Elevation Capital Advisory’s iShares Russell Top 200 ETF IWL Stock Holding History

Elevation Capital Advisory’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
Q4 		– Sell
-2,443
Closed -$406K – 73
2025
Q3 		$406K Buy
+2,443
New +$389K 0.16% 51
2025
Q2 		– Sell
-58,979
Closed -$8.1M – 61
2025
Q1 		$8.1M Buy
58,979
+12,350
+26% +$1.79M 3.53% 11
2024
Q4 		$6.75M Buy
+46,629
New +$6.75M 2.89% 13
2024
Q3 		– Sell
-42,880
Closed -$5.74M – 63
2024
Q2 		$5.74M Buy
+42,880
New +$5.48M 2.62% 18

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
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Elevation Capital Advisory's IWL Position: Q4 2025 in Review

Elevation Capital Advisory sold out of iShares Russell Top 200 ETF (IWL) in Q4 2025, closing a stake of 2,443 shares — an estimated $406K sold.

Elevation Capital Advisory first reported a position in IWL in Q2 2024 and held it in 4 quarters. The position peaked at $8.1M in Q1 2025. 220 funds tracked by Wall St. Rank hold IWL as of Q4 2025.

  • Elevation Capital Advisory reported no remaining iShares Russell Top 200 ETF position as of Q4 2025 after selling out during the quarter.
  • Elevation Capital Advisory sold 2,443 iShares Russell Top 200 ETF shares in Q4 2025, an estimated $406K.
  • Elevation Capital Advisory first reported a position in iShares Russell Top 200 ETF in Q2 2024 and held it in 4 quarters.
  • Elevation Capital Advisory's iShares Russell Top 200 ETF position peaked at $8.1M in Q1 2025.
  • 220 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2025.

Based on Elevation Capital Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.