EFG
IWL icon

Ethos Financial Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Ethos Financial Group’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 		$366K Sell
2,278
-467
-17% -$78.7K 0.03% 367
2025
Q4 		$468K Buy
2,745
+1
+0% +$169 0.03% 301
2025
Q3 		$456K Sell
2,744
-400
-13% -$63.7K 0.04% 282
2025
Q2 		$481K Sell
3,144
-49
-2% -$6.91K 0.04% 271
2025
Q1 		$462K Hold
3,193
– – 0.04% 237
2024
Q4 		$462K Sell
3,193
-20
-0.6% -$2.89K 0.06% 162
2024
Q3 		$451K Buy
3,213
+85
+3% +$11.5K 0.07% 144
2024
Q2 		$419K Sell
3,128
-444
-12% -$56.7K 0.07% 158
2024
Q1 		$454K Buy
3,572
+596
+20% +$72.3K 0.09% 155
2023
Q4 		$343K Sell
2,976
-323
-10% -$34.9K 0.07% 178
2023
Q3 		$342K Buy
3,299
+392
+13% +$42K 0.09% 122
2023
Q2 		$283K Hold
2,907
– – 0.1% 106
2023
Q1 		$283K Buy
+2,907
New +$273K 0.09% 126

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Bank of America
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GC
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TF
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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