Stifel Financial

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

Stifel Financial’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	$1.83M	Sell	11,376 -198	-2%	-$33.4K	﹤0.01%	2034
2025 Q4	$1.97M	Sell	11,574 -213	-2%	-$36K	﹤0.01%	1941
2025 Q3	$1.96M	Buy	11,787 +117	+1%	+$18.6K	﹤0.01%	1936
2025 Q2	$1.79M	Buy	11,670 +1,314	+13%	+$185K	﹤0.01%	1925
2025 Q1	$1.42M	Buy	10,356 +920	+10%	+$134K	﹤0.01%	2002
2024 Q4	$1.37M	Sell	9,436 -457	-5%	-$66.1K	﹤0.01%	2052
2024 Q3	$1.39M	Buy	9,893 +1,196	+14%	+$162K	﹤0.01%	2009
2024 Q2	$1.16M	Buy	8,697 +3,338	+62%	+$427K	﹤0.01%	2065
2024 Q1	$682K	Buy	5,359 +2,146	+67%	+$260K	﹤0.01%	2427
2023 Q4	$370K	Buy	3,213 +166	+5%	+$18K	﹤0.01%	2725
2023 Q3	$315K	Buy	3,047 +797	+35%	+$85.5K	﹤0.01%	2764
2023 Q2	$240K	Buy	2,250 +152	+7%	+$15.3K	﹤0.01%	2948
2023 Q1	$204K	Sell	2,098 -2,921	-58%	-$275K	﹤0.01%	3041
2022 Q4	$452K	Buy	5,019 +1,995	+66%	+$181K	﹤0.01%	2533
2022 Q3	$257K	Buy	+3,024	New	+$286K	﹤0.01%	2816
2019 Q2	–	Sell	-9,307	Closed	-$611K	–	3005
2019 Q1	$611K	Buy	+9,307	New	+$588K	﹤0.01%	1947

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 $1.43B AUM 24.87% 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