Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT)’s iShares Russell Top 200 ETF IWL Stock Holding History

Qube Research & Technologies (QRT)’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	$98.1K	Sell	611 -301	-33%	-$50.7K	﹤0.01%	3068
2025 Q4	$156K	Buy	912 +275	+43%	+$46.5K	﹤0.01%	3106
2025 Q3	$106K	Buy	637 +254	+66%	+$40.4K	﹤0.01%	3053
2025 Q2	$58.6K	Sell	383 -301	-44%	-$42.4K	﹤0.01%	3124
2025 Q1	$94K	Buy	684 +2	+0.3%	+$290	﹤0.01%	3014
2024 Q4	$98.7K	Buy	682 +548	+409%	+$79.3K	﹤0.01%	2996
2024 Q3	$18.8K	Buy	+134	New	+$18.2K	﹤0.01%	2977
2024 Q2	–	Sell	-1,684	Closed	-$214K	–	4283
2024 Q1	$214K	Sell	1,684 -1,060	-39%	-$129K	﹤0.01%	2990
2023 Q4	$316K	Sell	2,744 -620	-18%	-$67.1K	﹤0.01%	2552
2023 Q3	$348K	Buy	3,364 +3,262	+3,198%	+$350K	﹤0.01%	2183
2023 Q2	$5.26K	Buy	+102	New	+$10.2K	﹤0.01%	2253
2022 Q4	–	Sell	-332	Closed	-$28K	–	2738
2022 Q3	$28K	Buy	332 +201	+153%	+$19K	﹤0.01%	2248
2022 Q2	$12K	Buy	+131	New	+$12.7K	﹤0.01%	2314
2022 Q1	–	Sell	-2,386	Closed	-$272K	–	2730
2021 Q4	$272K	Buy	2,386 +2,025	+561%	+$223K	﹤0.01%	1845
2021 Q3	$37K	Buy	+361	New	+$38.3K	﹤0.01%	1901

Other funds holding IWL

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

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.26B AUM 18.75% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return