EWA
IWL icon

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

EverSource Wealth Advisors’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 		$8.99K Hold
56
– – ﹤0.01% 2969
2025
Q4 		$9.55K Hold
56
– – ﹤0.01% 2821
2025
Q3 		$9.3K Hold
56
– – ﹤0.01% 2860
2025
Q2 		$8.57K Hold
56
– – ﹤0.01% 2900
2025
Q1 		$7.7K Hold
56
– – ﹤0.01% 2266
2024
Q4 		$8.1K Hold
56
– – ﹤0.01% 2108
2024
Q3 		$7.87K Hold
56
– – ﹤0.01% 1997
2024
Q2 		$7.54K Hold
56
– – ﹤0.01% 2020
2024
Q1 		$6.84K Hold
56
– – ﹤0.01% 1886
2023
Q4 		$6.45K Hold
56
– – ﹤0.01% 1754
2023
Q3 		$5.79K Hold
56
– – ﹤0.01% 1654
2023
Q2 		$5.97K Buy
+56
New +$5.63K ﹤0.01% 1652

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