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

Lloyd 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 		– Sell
-1
Closed -$184 – 954
2025
Q4 		$184 Buy
+1
New +$169 ﹤0.01% 534
2022
Q2 		– Sell
-1
Closed – – 311
2022
Q1 		$0 Hold
1
– – ﹤0.01% 634
2021
Q4 		$0 Hold
1
– – ﹤0.01% 446
2021
Q3 		$0 Hold
1
– – ﹤0.01% 409
2021
Q2 		$0 Hold
1
– – ﹤0.01% 411
2021
Q1 		$0 Hold
1
– – ﹤0.01% 397
2020
Q4 		$0 Hold
1
– – ﹤0.01% 376
2020
Q3 		$0 Hold
1
– – ﹤0.01% 358
2020
Q2 		$0 Buy
+1
New +$70 ﹤0.01% 330
2020
Q1 		– Sell
-43
Closed -$3K – 343
2019
Q4 		$3K Buy
+43
New +$3.08K ﹤0.01% 283

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 $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Lloyd Advisory Services's IWL Position: Q1 2026 in Review

Lloyd Advisory Services sold out of iShares Russell Top 200 ETF (IWL) in Q1 2026, closing a stake of 1 share — an estimated $184 sold.

Lloyd Advisory Services first reported a position in IWL in Q4 2019 and held it in 10 quarters. The position peaked at $3K in Q4 2019. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Lloyd Advisory Services reported no remaining iShares Russell Top 200 ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1 iShares Russell Top 200 ETF share in Q1 2026, an estimated $184.
  • Lloyd Advisory Services first reported a position in iShares Russell Top 200 ETF in Q4 2019 and held it in 10 quarters.
  • Lloyd Advisory Services's iShares Russell Top 200 ETF position peaked at $3K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.