KAS
IWL icon

Kestra Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Kestra Advisory Services’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 		$4.86M Sell
30,306
-1,152
-4% -$194K 0.02% 806
2025
Q4 		$5.37M Buy
31,458
+6,406
+26% +$1.08M 0.02% 698
2025
Q3 		$4.16M Buy
25,052
+896
+4% +$143K 0.02% 784
2025
Q2 		$3.7M Sell
24,156
-4,337
-15% -$611K 0.02% 772
2025
Q1 		$3.92M Buy
28,493
+5,154
+22% +$748K 0.02% 672
2024
Q4 		$3.38M Buy
23,339
+1,623
+7% +$235K 0.02% 748
2024
Q3 		$3.05M Buy
21,716
+2,215
+11% +$300K 0.02% 767
2024
Q2 		$2.56M Buy
19,501
+4,419
+29% +$565K 0.01% 841
2024
Q1 		$1.92M Buy
15,082
+12,533
+492% +$1.52M 0.01% 899
2023
Q4 		$293K Buy
2,549
+53
+2% +$5.73K ﹤0.01% 1861
2023
Q3 		$258K Buy
+2,496
New +$268K ﹤0.01% 1769

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