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IWL icon

NewEdge Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

NewEdge Advisors’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 		$30.5K Sell
190
-40
-17% -$6.74K ﹤0.01% 3076
2025
Q4 		$39.2K Sell
230
-164
-42% -$27.7K ﹤0.01% 3029
2025
Q3 		$65.4K Buy
394
+190
+93% +$30.2K ﹤0.01% 2748
2025
Q2 		$31.2K Hold
204
– – ﹤0.01% 2810
2025
Q1 		$28K Hold
204
– – ﹤0.01% 2743
2024
Q4 		$29.5K Hold
204
– – ﹤0.01% 2690
2024
Q3 		$28.6K Hold
204
– – ﹤0.01% 2615
2024
Q2 		$27.3K Hold
204
– – ﹤0.01% 2530
2024
Q1 		$25.9K Hold
204
– – ﹤0.01% 2531
2023
Q4 		$23.5K Hold
204
– – ﹤0.01% 2510
2023
Q3 		$21.1K Hold
204
– – ﹤0.01% 2371
2023
Q2 		$21.8K Hold
204
– – ﹤0.01% 2364
2023
Q1 		$19.9K Hold
204
– – ﹤0.01% 2344
2022
Q4 		$18 Buy
+204
New +$18.5K ﹤0.01% 3618

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 $1.26B AUM 18.75% 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 $376B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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