Nisa Investment Advisors
IWL icon

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

Nisa Investment 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
2025
Q1 		– Sell
-10,000
Closed -$1.45M – 3022
2024
Q4 		$1.45M Buy
+10,000
New +$1.45M 0.01% 781
2024
Q3 		– Sell
-23,500
Closed -$3.15M – 3002
2024
Q2 		$3.15M Buy
+23,500
New +$3M 0.02% 551

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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 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

Nisa Investment Advisors's IWL Position: Q1 2025 in Review

Nisa Investment Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q1 2025, closing a stake of 10,000 shares — an estimated $1.45M sold.

Nisa Investment Advisors first reported a position in IWL in Q2 2024 and held it in 2 quarters. The position peaked at $3.15M in Q2 2024. 189 funds tracked by Wall St. Rank hold IWL as of Q1 2025.

  • Nisa Investment Advisors reported no remaining iShares Russell Top 200 ETF position as of Q1 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 10,000 iShares Russell Top 200 ETF shares in Q1 2025, an estimated $1.45M.
  • Nisa Investment Advisors first reported a position in iShares Russell Top 200 ETF in Q2 2024 and held it in 2 quarters.
  • Nisa Investment Advisors's iShares Russell Top 200 ETF position peaked at $3.15M in Q2 2024.
  • 189 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2025.

Based on Nisa Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.