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Legacy Investment Solutions’s iShares Russell Top 200 ETF IWL Stock Holding History

Legacy Investment Solutions’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 		$8.42K Buy
+55
New +$7.75K ﹤0.01% 338

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

Legacy Investment Solutions's IWL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2025: 55 shares worth $8.42K. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings.

200 funds tracked by Wall St. Rank hold IWL as of Q2 2025.

  • Legacy Investment Solutions held 55 shares of iShares Russell Top 200 ETF worth $8.42K as of Q2 2025.
  • iShares Russell Top 200 ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #338 holding.
  • 200 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.