RA
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Resolute Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Resolute Advisors’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 		$365K Buy
2,272
+5
+0.2% +$843 0.15% 51
2025
Q4 		$387K Buy
2,267
+6
+0.3% +$1.01K 0.13% 41
2025
Q3 		$376K Buy
2,261
+6
+0.3% +$955 0.1% 44
2025
Q2 		$345K Buy
2,255
+5
+0.2% +$705 0.09% 43
2025
Q1 		$309K Buy
2,250
+6
+0.3% +$871 0.09% 39
2024
Q4 		$325K Buy
2,244
+6
+0.3% +$868 0.07% 50
2024
Q3 		$314K Buy
+2,238
New +$303K 0.06% 39
2023
Q3 		– Sell
-2,203
Closed -$235K – 64
2023
Q2 		$235K Buy
2,203
+6
+0.3% +$603 0.02% 52
2023
Q1 		$214K Buy
+2,197
New +$207K 0.02% 52

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 $1.43B AUM 24.87% 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 $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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