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Legacy Wealth Management (Idaho)’s iShares Russell Top 200 ETF IWL Stock Holding History

Legacy Wealth Management (Idaho)’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
Q3 		– Sell
-55
Closed -$8.42K – 807
2025
Q2 		$8.42K Hold
55
– – ﹤0.01% 338
2025
Q1 		$7.56K Buy
+55
New +$7.98K 0.01% 378

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IWL Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of iShares Russell Top 200 ETF (IWL) in Q3 2025, closing a stake of 55 shares — an estimated $8.42K sold.

Legacy Wealth Management (Idaho) first reported a position in IWL in Q1 2025 and held it in 2 quarters. The position peaked at $8.42K in Q2 2025. 203 funds tracked by Wall St. Rank hold IWL as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining iShares Russell Top 200 ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 55 iShares Russell Top 200 ETF shares in Q3 2025, an estimated $8.42K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Russell Top 200 ETF in Q1 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s iShares Russell Top 200 ETF position peaked at $8.42K in Q2 2025.
  • 203 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.