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

Jackson Wealth 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	$432K	Buy	2,692 +157	+6%	+$26.5K	0.04%	104
2025 Q4	$433K	Buy	2,535 +119	+5%	+$20.1K	0.04%	107
2025 Q3	$401K	Sell	2,416 -130	-5%	-$20.7K	0.04%	125
2025 Q2	$390K	Sell	2,546 -167	-6%	-$23.5K	0.04%	128
2025 Q1	$373K	Sell	2,713 -76	-3%	-$11K	0.05%	130
2024 Q4	$404K	Sell	2,789 -243	-8%	-$35.2K	0.05%	122
2024 Q3	$426K	Buy	+3,032	New	+$411K	0.05%	106
2024 Q2	–	Sell	-3,007	Closed	-$382K	–	122
2024 Q1	$382K	Sell	3,007 -71	-2%	-$8.61K	0.05%	108
2023 Q4	$354K	Buy	3,078 +73	+2%	+$7.9K	0.05%	116
2023 Q3	$311K	Buy	3,005 +76	+3%	+$8.15K	0.04%	118
2023 Q2	$312K	Buy	+2,929	New	+$294K	0.05%	107
2022 Q1	–	Sell	-24,214	Closed	-$2.76M	–	119
2021 Q4	$2.76M	Buy	+24,214	New	+$2.67M	0.35%	75

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