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

LPL Financial’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	$60.6M	Buy	377,756 +94,189	+33%	+$15.9M	0.02%	819
2025 Q4	$48.4M	Buy	283,567 +22,292	+9%	+$3.77M	0.01%	892
2025 Q3	$43.4M	Sell	261,275 -3,910	-1%	-$622K	0.01%	915
2025 Q2	$40.6M	Sell	265,185 -21,523	-8%	-$3.03M	0.01%	872
2025 Q1	$39.4M	Sell	286,708 -19,552	-6%	-$2.84M	0.02%	796
2024 Q4	$44.3M	Buy	306,260 +1,302	+0.4%	+$188K	0.02%	709
2024 Q3	$42.8M	Buy	304,958 +10,595	+4%	+$1.44M	0.02%	682
2024 Q2	$39.4M	Sell	294,363 -40,512	-12%	-$5.18M	0.02%	653
2024 Q1	$42.6M	Buy	334,875 +150,932	+82%	+$18.3M	0.02%	594
2023 Q4	$21.2M	Sell	183,943 -10,491	-5%	-$1.14M	0.01%	858
2023 Q3	$20.1M	Sell	194,434 -26,418	-12%	-$2.83M	0.01%	802
2023 Q2	$23.6M	Buy	220,852 +61,604	+39%	+$6.19M	0.02%	723
2023 Q1	$15.5M	Buy	159,248 +17,536	+12%	+$1.65M	0.01%	873
2022 Q4	$12.7M	Buy	141,712 +392	+0.3%	+$35.6K	0.01%	890
2022 Q3	$12M	Buy	141,320 +6,209	+5%	+$587K	0.01%	868
2022 Q2	$12.1M	Buy	135,111 +5,209	+4%	+$507K	0.01%	869
2022 Q1	$14M	Buy	129,902 +78,865	+155%	+$8.41M	0.01%	814
2021 Q4	$5.82M	Buy	51,037 +4,241	+9%	+$468K	﹤0.01%	1364
2021 Q3	$4.82M	Buy	46,796 +1,539	+3%	+$163K	﹤0.01%	1420
2021 Q2	$4.65M	Buy	45,257 +12,262	+37%	+$1.22M	﹤0.01%	1384
2021 Q1	$3.13M	Buy	32,995 +4,686	+17%	+$434K	﹤0.01%	1545
2020 Q4	$2.56M	Buy	28,309 +2,244	+9%	+$192K	﹤0.01%	1512
2020 Q3	$2.12M	Buy	26,065 +3,947	+18%	+$316K	﹤0.01%	1419
2020 Q2	$1.64M	Buy	22,118 +1,934	+10%	+$135K	﹤0.01%	1481
2020 Q1	$1.24M	Sell	20,184 -168,350	-89%	-$12.1M	﹤0.01%	1473
2019 Q4	$14.2M	Buy	188,534 +4,678	+3%	+$336K	0.03%	463
2019 Q3	$12.7M	Sell	183,856 -8,979	-5%	-$617K	0.03%	458
2019 Q2	$13.1M	Buy	192,835 +15,926	+9%	+$1.07M	0.03%	431
2019 Q1	$11.6M	Buy	176,909 +10,383	+6%	+$655K	0.03%	448
2018 Q4	$9.72M	Buy	166,526 +136,898	+462%	+$8.6M	0.03%	454
2018 Q3	$2M	Buy	29,628 +2,288	+8%	+$151K	﹤0.01%	1177
2018 Q2	$1.72M	Sell	27,340 -1,874	-6%	-$117K	﹤0.01%	1235
2018 Q1	$1.77M	Sell	29,214 -476	-2%	-$30K	﹤0.01%	1189
2017 Q4	$1.82M	Buy	29,690 +858	+3%	+$51.3K	0.01%	1129
2017 Q3	$1.66M	Sell	28,832 -30	-0.1%	-$1.7K	0.01%	1097
2017 Q2	$1.61M	Buy	28,862 +599	+2%	+$32.9K	0.01%	1066
2017 Q1	$1.52M	Sell	28,263 -1,000	-3%	-$53.1K	0.01%	989
2016 Q4	$1.5M	Buy	29,263 +434	+2%	+$21.6K	0.01%	949
2016 Q3	$1.41M	Sell	28,829 -256	-0.9%	-$12.6K	0.01%	963
2016 Q2	$1.39M	Sell	29,085 -24,513	-46%	-$1.16M	0.01%	961
2016 Q1	$2.5M	Buy	53,598 +1,290	+2%	+$57.6K	0.01%	1065
2015 Q4	$2.41M	Buy	52,308 +27,623	+112%	+$1.3M	0.01%	1063
2015 Q3	$1.12M	Buy	24,685 +1,078	+5%	+$49.8K	0.01%	1175
2015 Q2	$1.11M	Buy	23,607 +10,831	+85%	+$518K	0.01%	1292
2015 Q1	$593K	Buy	12,776 +2,432	+24%	+$114K	﹤0.01%	1732
2014 Q4	$488K	Sell	10,344 -929	-8%	-$42.5K	﹤0.01%	1790
2014 Q3	$500K	Buy	11,273 +759	+7%	+$34.2K	﹤0.01%	1789
2014 Q2	$469K	Buy	10,514 +450	+4%	+$19.5K	﹤0.01%	1848
2014 Q1	$428K	Buy	10,064 +413	+4%	+$17.2K	﹤0.01%	1851
2013 Q4	$405K	Buy	9,651 +550	+6%	+$22.2K	﹤0.01%	1880
2013 Q3	$353K	Buy	+9,101	New	+$346K	﹤0.01%	1895

Other funds holding IWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $1.43B AUM 24.87% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 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

RWP

Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return