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National Wealth Management Group’s iShares Russell Top 200 ETF IWL Stock Holding History

National Wealth Management Group’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 		– Sell
-2,065
Closed -$284K – 172
2025
Q1 		$284K Buy
2,065
+215
+12% +$31.2K 0.19% 116
2024
Q4 		$268K Buy
+1,850
New +$268K 0.18% 114

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

National Wealth Management Group's IWL Position: Q2 2025 in Review

National Wealth Management Group sold out of iShares Russell Top 200 ETF (IWL) in Q2 2025, closing a stake of 2,065 shares — an estimated $284K sold.

National Wealth Management Group first reported a position in IWL in Q4 2024 and held it in 2 quarters. The position peaked at $284K in Q1 2025. 200 funds tracked by Wall St. Rank hold IWL as of Q2 2025.

  • National Wealth Management Group reported no remaining iShares Russell Top 200 ETF position as of Q2 2025 after selling out during the quarter.
  • National Wealth Management Group sold 2,065 iShares Russell Top 200 ETF shares in Q2 2025, an estimated $284K.
  • National Wealth Management Group first reported a position in iShares Russell Top 200 ETF in Q4 2024 and held it in 2 quarters.
  • National Wealth Management Group's iShares Russell Top 200 ETF position peaked at $284K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2025.

Based on National Wealth Management Group's 13F filing for Q2 2025, filed 25 Sep 2025.