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Foresight Capital Management Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Foresight Capital Management 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
2025
Q1 		– Sell
-4,449
Closed -$644K – 91
2024
Q4 		$644K Sell
4,449
-452
-9% -$65.4K 0.38% 50
2024
Q3 		$688K Sell
4,901
-827
-14% -$112K 0.41% 51
2024
Q2 		$767K Sell
5,728
-101
-2% -$12.9K 0.52% 46
2024
Q1 		$741K Buy
+5,829
New +$707K 0.56% 48

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Foresight Capital Management Advisors's IWL Position: Q1 2025 in Review

Foresight Capital Management Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q1 2025, closing a stake of 4,449 shares — an estimated $644K sold.

Foresight Capital Management Advisors first reported a position in IWL in Q1 2024 and held it in 4 quarters. The position peaked at $767K in Q2 2024. 189 funds tracked by Wall St. Rank hold IWL as of Q1 2025.

  • Foresight Capital Management Advisors reported no remaining iShares Russell Top 200 ETF position as of Q1 2025 after selling out during the quarter.
  • Foresight Capital Management Advisors sold 4,449 iShares Russell Top 200 ETF shares in Q1 2025, an estimated $644K.
  • Foresight Capital Management Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2024 and held it in 4 quarters.
  • Foresight Capital Management Advisors's iShares Russell Top 200 ETF position peaked at $767K in Q2 2024.
  • 189 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2025.

Based on Foresight Capital Management Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.