SCM
IWL icon

Sterling Capital Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Sterling Capital Management’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 		$2.73K Hold
17
– – ﹤0.01% 2918
2025
Q4 		$2.9K Hold
17
– – ﹤0.01% 3012
2025
Q3 		$2.82K Hold
17
– – ﹤0.01% 2925
2025
Q2 		$2.6K Hold
17
– – ﹤0.01% 2844
2025
Q1 		$2.34K Sell
17
-18
-51% -$2.61K ﹤0.01% 2531
2024
Q4 		$5.07K Hold
35
– – ﹤0.01% 2459
2024
Q3 		$4.92K Buy
+35
New +$4.75K ﹤0.01% 1768

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 $1.26B AUM 18.75% 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 $376B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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