Forum Private Client Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Forum Private Client 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	$698K	Sell	4,349 -136	-3%	-$22.9K	0.23%	44
2025 Q4	$765K	Sell	4,485 -72	-2%	-$12.2K	0.26%	39
2025 Q3	$757K	Buy	4,557 +32	+0.7%	+$5.09K	0.27%	41
2025 Q2	$693K	Sell	4,525 -3	-0.1%	-$423	0.27%	40
2025 Q1	$622K	Buy	4,528 +5	+0.1%	+$726	0.27%	40
2024 Q4	$655K	Buy	4,523 +352	+8%	+$50.9K	0.29%	39
2024 Q3	$586K	Sell	4,171 -291	-7%	-$39.5K	0.26%	40
2024 Q2	$598K	Sell	4,462 -161	-3%	-$20.6K	0.28%	39
2024 Q1	$588K	Sell	4,623 -503	-10%	-$61K	0.28%	42
2023 Q4	$590K	Buy	+5,126	New	+$555K	0.31%	42
2023 Q3	–	Sell	-5,771	Closed	-$615K	–	36
2023 Q2	$615K	Sell	5,771 -1,098	-16%	-$110K	0.35%	42
2023 Q1	$668K	Sell	6,869 -310	-4%	-$29.2K	0.42%	39
2022 Q4	$646K	Sell	7,179 -1,474	-17%	-$134K	0.45%	39
2022 Q3	$735K	Sell	8,653 -4,039	-32%	-$382K	0.55%	35
2022 Q2	$1.14M	Buy	12,692 +28	+0.2%	+$2.72K	0.83%	29
2022 Q1	$1.37M	Buy	+12,664	New	+$1.35M	1.06%	24

Other funds holding IWL

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

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.26B AUM 18.75% 1-Year Est. Return

Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return