Quadrant Capital Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Quadrant Capital 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
2025 Q2	–	Sell	-3,700	Closed	-$508K	–	1971
2025 Q1	$508K	Sell	3,700 -1,800	-33%	-$261K	0.02%	723
2024 Q4	$796K	Hold	5,500	–	–	0.05%	231
2024 Q3	$772K	Hold	5,500	–	–	0.05%	249
2024 Q2	$737K	Hold	5,500	–	–	0.05%	245
2024 Q1	$699K	Hold	5,500	–	–	0.06%	256
2023 Q4	$633K	Hold	5,500	–	–	0.05%	248
2023 Q3	$569K	Hold	5,500	–	–	0.06%	245
2023 Q2	$587K	Hold	5,500	–	–	0.06%	231
2023 Q1	$535K	Hold	5,500	–	–	0.06%	255
2022 Q4	$495K	Hold	5,500	–	–	0.06%	239
2022 Q3	$467K	Sell	5,500 -1,200	-18%	-$113K	0.06%	219
2022 Q2	$602K	Sell	6,700 -1,996	-23%	-$194K	0.08%	180
2022 Q1	$940K	Hold	8,696	–	–	0.11%	140
2021 Q4	$991K	Buy	+8,696	New	+$959K	0.12%	128

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Quadrant Capital Group's IWL Position: Q2 2025 in Review

Quadrant Capital Group sold out of iShares Russell Top 200 ETF (IWL) in Q2 2025, closing a stake of 3,700 shares — an estimated $508K sold.

Quadrant Capital Group first reported a position in IWL in Q4 2021 and held it in 14 quarters. The position peaked at $991K in Q4 2021. 200 funds tracked by Wall St. Rank hold IWL as of Q2 2025.

Quadrant Capital Group reported no remaining iShares Russell Top 200 ETF position as of Q2 2025 after selling out during the quarter.
Quadrant Capital Group sold 3,700 iShares Russell Top 200 ETF shares in Q2 2025, an estimated $508K.
Quadrant Capital Group first reported a position in iShares Russell Top 200 ETF in Q4 2021 and held it in 14 quarters.
Quadrant Capital Group's iShares Russell Top 200 ETF position peaked at $991K in Q4 2021.
200 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2025.

Based on Quadrant Capital Group's 13F filing for Q2 2025, filed 13 Aug 2025.