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K.J. Harrison & Partners’s iShares Russell Top 200 ETF IWL Stock Holding History

K.J. Harrison & Partners’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
Q2 		– Sell
-1,825
Closed -$251K – 193
2025
Q1 		$251K Buy
+1,825
New +$265K 0.05% 162
2024
Q3 		– Sell
-1,871
Closed -$251K – 221
2024
Q2 		$251K Buy
+1,871
New +$239K 0.04% 184
2023
Q1 		– Sell
-2,325
Closed -$283K – 257
2022
Q4 		$283K Buy
+2,325
New +$211K 0.06% 188

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 $619M AUM 22.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

K.J. Harrison & Partners's IWL Position: Q2 2025 in Review

K.J. Harrison & Partners sold out of iShares Russell Top 200 ETF (IWL) in Q2 2025, closing a stake of 1,825 shares — an estimated $251K sold.

K.J. Harrison & Partners first reported a position in IWL in Q4 2022 and held it in 3 quarters. The position peaked at $283K in Q4 2022. 200 funds tracked by Wall St. Rank hold IWL as of Q2 2025.

  • K.J. Harrison & Partners reported no remaining iShares Russell Top 200 ETF position as of Q2 2025 after selling out during the quarter.
  • K.J. Harrison & Partners sold 1,825 iShares Russell Top 200 ETF shares in Q2 2025, an estimated $251K.
  • K.J. Harrison & Partners first reported a position in iShares Russell Top 200 ETF in Q4 2022 and held it in 3 quarters.
  • K.J. Harrison & Partners's iShares Russell Top 200 ETF position peaked at $283K in Q4 2022.
  • 200 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2025.

Based on K.J. Harrison & Partners's 13F filing for Q2 2025, filed 5 Aug 2025.