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Proficio Capital Partners’s iShares Russell Top 200 ETF IWL Stock Holding History

Proficio Capital Partners’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
Q2 		– Sell
-170,695
Closed -$23.5M – 456
2025
Q1 		$23.5M Buy
+170,695
New +$24.8M 1.81% 10
2024
Q3 		– Sell
-234,876
Closed -$31.5M – 314
2024
Q2 		$31.5M Buy
+234,876
New +$30M 3.3% 8
2023
Q1 		– Sell
-133,235
Closed -$12M – 298
2022
Q4 		$12M Buy
+133,235
New +$12.1M 2.27% 8

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
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 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
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

Proficio Capital Partners's IWL Position: Q2 2025 in Review

Proficio Capital Partners sold out of iShares Russell Top 200 ETF (IWL) in Q2 2025, closing a stake of 170,695 shares — an estimated $23.5M sold.

Proficio Capital Partners first reported a position in IWL in Q4 2022 and held it in 3 quarters. The position peaked at $31.5M in Q2 2024. 200 funds tracked by Wall St. Rank hold IWL as of Q2 2025.

  • Proficio Capital Partners reported no remaining iShares Russell Top 200 ETF position as of Q2 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 170,695 iShares Russell Top 200 ETF shares in Q2 2025, an estimated $23.5M.
  • Proficio Capital Partners first reported a position in iShares Russell Top 200 ETF in Q4 2022 and held it in 3 quarters.
  • Proficio Capital Partners's iShares Russell Top 200 ETF position peaked at $31.5M in Q2 2024.
  • 200 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2025.

Based on Proficio Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.