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

Grey Fox 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
2025
Q4 		– Sell
-52
Closed -$8.64K – 381
2025
Q3 		$8.64K Buy
+52
New +$8.28K ﹤0.01% 423

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
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Grey Fox Wealth Advisors's IWL Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q4 2025, closing a stake of 52 shares — an estimated $8.64K sold.

Grey Fox Wealth Advisors first reported a position in IWL in Q3 2025 and held it in 1 quarter. The position peaked at $8.64K in Q3 2025. 220 funds tracked by Wall St. Rank hold IWL as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining iShares Russell Top 200 ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 52 iShares Russell Top 200 ETF shares in Q4 2025, an estimated $8.64K.
  • Grey Fox Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's iShares Russell Top 200 ETF position peaked at $8.64K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.