Larson Financial Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Larson Financial Group’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	$9K	Hold	56	–	–	﹤0.01%	2306
2025 Q4	$9.57K	Hold	56	–	–	﹤0.01%	2138
2025 Q3	$9.31K	Buy	56 +3	+6%	+$477	﹤0.01%	2054
2025 Q2	$8.12K	Buy	53 +51	+2,550%	+$7.19K	﹤0.01%	1909
2025 Q1	$280	Hold	2	–	–	﹤0.01%	2714
2024 Q4	$294	Hold	2	–	–	﹤0.01%	2342
2024 Q3	$284	Hold	2	–	–	﹤0.01%	2270
2024 Q2	$270	Hold	2	–	–	﹤0.01%	1992
2024 Q1	$256	Hold	2	–	–	﹤0.01%	1622
2023 Q4	$231	Sell	2 -1	-33%	-$108	﹤0.01%	1646
2023 Q3	$310	Hold	3	–	–	﹤0.01%	1610
2023 Q2	$320	Hold	3	–	–	﹤0.01%	1477
2023 Q1	$292	Hold	3	–	–	﹤0.01%	1451
2022 Q4	$270	Hold	3	–	–	﹤0.01%	1408
2022 Q3	$0	Hold	3	–	–	﹤0.01%	1348
2022 Q2	$0	Hold	3	–	–	﹤0.01%	1245
2022 Q1	$0	Hold	3	–	–	﹤0.01%	1112
2021 Q4	$0	Buy	+3	New	+$331	﹤0.01%	1128

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