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Maxwell Wealth Strategies’s iShares Russell Top 200 ETF IWL Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$1.03M Hold
7,126
– – 0.42% 63
2024
Q3 		$1.01M Hold
7,126
– – 0.43% 67
2024
Q2 		$955K Hold
7,126
– – 0.47% 65
2024
Q1 		$910K Hold
7,126
– – 0.46% 64
2023
Q4 		$820K Buy
+7,126
New +$771K 0.54% 52

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 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
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Maxwell Wealth Strategies's IWL Position: Q4 2024 in Review

Maxwell Wealth Strategies held its iShares Russell Top 200 ETF (IWL) position steady in Q4 2024 at 7,126 shares worth $1.03M. The position accounts for 0.42% of the portfolio, ranked #63.

Maxwell Wealth Strategies first reported a position in IWL in Q4 2023 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold IWL as of Q4 2024.

  • Maxwell Wealth Strategies held 7,126 shares of iShares Russell Top 200 ETF worth $1.03M as of Q4 2024.
  • Maxwell Wealth Strategies left its iShares Russell Top 200 ETF share count unchanged in Q4 2024.
  • iShares Russell Top 200 ETF made up 0.42% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #63 holding.
  • Maxwell Wealth Strategies first reported a position in iShares Russell Top 200 ETF in Q4 2023 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.