Envestnet Portfolio Solutions
IWL icon

Envestnet Portfolio Solutions’s iShares Russell Top 200 ETF IWL Stock Holding History

Envestnet Portfolio Solutions’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 		$9.1M Buy
56,693
+365
+0.6% +$61.5K 0.05% 204
2025
Q4 		$9.61M Sell
56,328
-2,067
-4% -$349K 0.03% 246
2025
Q3 		$9.7M Sell
58,395
-3,619
-6% -$576K 0.04% 237
2025
Q2 		$9.5M Buy
62,014
+335
+0.5% +$47.2K 0.03% 231
2025
Q1 		$8.48M Buy
61,679
+1,593
+3% +$231K 0.03% 260
2024
Q4 		$8.7M Sell
60,086
-21,773
-27% -$3.15M 0.03% 275
2024
Q3 		$11.5M Sell
81,859
-16,025
-16% -$2.17M 0.04% 226
2024
Q2 		$13.1M Sell
97,884
-4,047
-4% -$517K 0.05% 195
2024
Q1 		$13M Buy
101,931
+6,385
+7% +$774K 0.05% 191
2023
Q4 		$11M Buy
95,546
+8,974
+10% +$971K 0.05% 196
2023
Q3 		$8.95M Buy
+86,572
New +$9.29M 0.04% 197

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 $1.26B AUM 18.75% 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 $376B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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