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FreeGulliver LLC’s iShares Russell Top 200 ETF IWL Stock Holding History

FreeGulliver LLC’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 		$34.6M Sell
215,824
-3,431
-2% -$578K 14.6% 2
2025
Q4 		$37.4M Sell
219,255
-22,005
-9% -$3.72M 13.77% 3
2025
Q3 		$40.1M Buy
241,260
+1,386
+0.6% +$221K 17.86% 2
2025
Q2 		$36.7M Buy
239,874
+19,671
+9% +$2.77M 16.76% 2
2025
Q1 		$30.3M Buy
220,203
+19,858
+10% +$2.88M 14.93% 2
2024
Q4 		$29M Buy
200,345
+46,690
+30% +$6.76M 13.81% 2
2024
Q3 		$21.6M Buy
153,655
+50,403
+49% +$6.83M 12.82% 2
2024
Q2 		$13.8M Buy
103,252
+33,487
+48% +$4.28M 9.45% 2
2024
Q1 		$8.87M Buy
69,765
+28,075
+67% +$3.4M 7.88% 2
2023
Q4 		$4.8M Buy
+41,690
New +$4.51M 6.37% 4

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 $1.43B AUM 24.87% 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 $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return