Integrated Wealth Concepts’s iShares Russell Top 200 ETF IWL Stock Holding History

Integrated Wealth Concepts’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	$6.58M	Buy	41,008 +2,899	+8%	+$489K	0.05%	341
2025 Q4	$6.5M	Buy	38,109 +446	+1%	+$75.3K	0.08%	237
2025 Q3	$6.26M	Buy	37,663 +1,197	+3%	+$190K	0.06%	318
2025 Q2	$5.58M	Buy	36,466 +32,902	+923%	+$4.64M	0.06%	314
2025 Q1	$490K	Sell	3,564 -5,289	-60%	-$768K	0.01%	1148
2024 Q4	$1.28M	Sell	8,853 -3,068	-26%	-$444K	0.01%	721
2024 Q3	$1.67M	Sell	11,921 -1,145	-9%	-$155K	0.02%	593
2024 Q2	$1.75M	Sell	13,066 -17,403	-57%	-$2.22M	0.02%	557
2024 Q1	$3.87M	Sell	30,469 -404	-1%	-$49K	0.06%	319
2023 Q4	$3.55M	Sell	30,873 -3,551	-10%	-$384K	0.06%	305
2023 Q3	$3.56M	Sell	34,424 -548	-2%	-$58.8K	0.06%	291
2023 Q2	$3.73M	Sell	34,972 -1,799	-5%	-$181K	0.06%	286
2023 Q1	$3.58M	Sell	36,771 -1,851	-5%	-$174K	0.07%	250
2022 Q4	$3.48M	Buy	38,622 +3,618	+10%	+$328K	0.09%	207
2022 Q3	$2.97M	Sell	35,004 -45,943	-57%	-$4.34M	0.1%	207
2022 Q2	$7.27M	Buy	+80,947	New	+$7.88M	0.23%	98

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