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GeoWealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

GeoWealth Management’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 		$2M Sell
12,452
-1,440
-10% -$243K 0.07% 159
2025
Q4 		$2.37M Sell
13,892
-403
-3% -$68.1K 0.09% 144
2025
Q3 		$2.37M Buy
14,295
+66
+0.5% +$10.5K 0.09% 150
2025
Q2 		$2.18M Sell
14,229
-37
-0.3% -$5.22K 0.09% 145
2025
Q1 		$1.96M Sell
14,266
-46,949
-77% -$6.81M 0.08% 147
2024
Q4 		$8.86M Buy
61,215
+60,490
+8,343% +$8.75M 0.29% 60
2024
Q3 		$102K Buy
+725
New +$98.3K ﹤0.01% 891
2024
Q2 		– Sell
-7,787
Closed -$990K – 908
2024
Q1 		$990K Buy
+7,787
New +$944K 0.04% 295
2022
Q2 		– Sell
-2,330
Closed -$252K – 363
2022
Q1 		$252K Sell
2,330
-742
-24% -$79.1K 0.02% 278
2021
Q4 		$350K Buy
+3,072
New +$339K 0.03% 236

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 $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