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PAG
Private Advisor Group’s
iShares Russell Top 200 ETF
IWL
Stock Holding History
Private Advisor 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
2026
Q1
$1.2M
Sell
7,477
-190
-2%
-$32K
0.01%
1313
2025
Q4
$1.31M
Buy
7,667
+407
+6%
+$68.8K
0.01%
1256
2025
Q3
$1.21M
Sell
7,260
-74
-1%
-$11.8K
0.01%
1263
2025
Q2
$1.12M
Sell
7,334
-185
-2%
-$26.1K
0.01%
1250
2025
Q1
$1.03M
Sell
7,519
-400
-5%
-$58K
0.01%
1228
2024
Q4
$1.15M
Sell
7,919
-427
-5%
-$61.8K
0.01%
1157
2024
Q3
$1.17M
Sell
8,346
-500
-6%
-$67.8K
0.01%
1160
2024
Q2
$1.18M
Buy
8,846
+36
+0.4%
+$4.6K
0.01%
1101
2024
Q1
$1.12M
Buy
8,810
+5,814
+194%
+$705K
0.01%
1116
2023
Q4
$345K
Buy
2,996
+373
+14%
+$40.4K
﹤0.01%
1696
2023
Q3
$271K
Buy
2,623
+125
+5%
+$13.4K
﹤0.01%
1698
2023
Q2
$266K
Sell
2,498
-20
-0.8%
-$2.01K
﹤0.01%
1696
2023
Q1
$245K
Buy
+2,518
New
+$237K
﹤0.01%
1683
2022
Q4
–
Sell
-2,518
Closed
-$214K
–
1815
2022
Q3
$214K
Buy
+2,518
New
+$238K
﹤0.01%
1643
2022
Q2
–
Sell
-1,958
Closed
-$212K
–
2187
2022
Q1
$212K
Buy
+1,958
New
+$209K
﹤0.01%
1863
2020
Q3
–
Sell
-1,825
Closed
-$135K
–
2527
2020
Q2
$135K
Buy
+1,825
New
+$128K
﹤0.01%
1548
2014
Q4
–
Sell
-1,444
Closed
-$65K
–
1155
2014
Q3
$65K
Buy
+1,444
New
+$65K
﹤0.01%
1018
Other funds holding IWL
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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