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NBC Securities’s iShares Russell Top 200 ETF IWL Stock Holding History

NBC Securities’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
-43
Closed -$6K – 2835
2025
Q2 		$6K Sell
43
-148
-77% -$20.9K ﹤0.01% 2077
2025
Q1 		$26K Buy
+191
New +$27.7K ﹤0.01% 1377
2024
Q4 		– Sell
-218
Closed -$30K – 1682
2024
Q3 		$30K Hold
218
– – ﹤0.01% 1338
2024
Q2 		$29K Buy
+218
New +$27.9K ﹤0.01% 1309

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

NBC Securities's IWL Position: Q3 2025 in Review

NBC Securities sold out of iShares Russell Top 200 ETF (IWL) in Q3 2025, closing a stake of 43 shares — an estimated $6K sold.

NBC Securities first reported a position in IWL in Q2 2024 and held it in 4 quarters. The position peaked at $30K in Q3 2024. 203 funds tracked by Wall St. Rank hold IWL as of Q3 2025.

  • NBC Securities reported no remaining iShares Russell Top 200 ETF position as of Q3 2025 after selling out during the quarter.
  • NBC Securities sold 43 iShares Russell Top 200 ETF shares in Q3 2025, an estimated $6K.
  • NBC Securities first reported a position in iShares Russell Top 200 ETF in Q2 2024 and held it in 4 quarters.
  • NBC Securities's iShares Russell Top 200 ETF position peaked at $30K in Q3 2024.
  • 203 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2025.

Based on NBC Securities's 13F filing for Q3 2025, filed 14 Nov 2025.