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Root Financial Partners’s iShares Russell Top 200 ETF IWL Stock Holding History

Root Financial 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
Q4 		– Sell
-228
Closed -$37.9K – 2485
2025
Q3 		$37.9K Buy
+228
New +$36.3K ﹤0.01% 782

Other funds holding IWL

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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 $869M AUM 21.29% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 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
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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Root Financial Partners's IWL Position: Q4 2025 in Review

Root Financial Partners sold out of iShares Russell Top 200 ETF (IWL) in Q4 2025, closing a stake of 228 shares — an estimated $37.9K sold.

Root Financial Partners first reported a position in IWL in Q3 2025 and held it in 1 quarter. The position peaked at $37.9K in Q3 2025. 220 funds tracked by Wall St. Rank hold IWL as of Q4 2025.

  • Root Financial Partners reported no remaining iShares Russell Top 200 ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 228 iShares Russell Top 200 ETF shares in Q4 2025, an estimated $37.9K.
  • Root Financial Partners first reported a position in iShares Russell Top 200 ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's iShares Russell Top 200 ETF position peaked at $37.9K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.