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

Principal 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
2026
Q1 		$1.21M Sell
7,538
-398
-5% -$67.1K 0.02% 661
2025
Q4 		$1.35M Sell
7,936
-819
-9% -$138K 0.02% 606
2025
Q3 		$1.45M Sell
8,755
-245
-3% -$39K 0.02% 540
2025
Q2 		$1.38M Buy
9,000
+78
+0.9% +$11K 0.03% 517
2025
Q1 		$1.29M Buy
8,922
+2,733
+44% +$397K 0.03% 472
2024
Q4 		$896K Buy
6,189
+529
+9% +$76.5K 0.02% 588
2024
Q3 		$795K Buy
5,660
+78
+1% +$10.6K 0.02% 611
2024
Q2 		$748K Buy
5,582
+423
+8% +$54.1K 0.02% 570
2024
Q1 		$656K Buy
5,159
+1,377
+36% +$167K 0.02% 567
2023
Q4 		$435K Buy
+3,782
New +$409K 0.02% 656

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