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Synergy Asset Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-80
Closed -$11.2K – 458
2024
Q4 		$11.2K Buy
+80
New +$11.6K ﹤0.01% 445
2024
Q3 		– Sell
-16,232
Closed -$2.17M – 157
2024
Q2 		$2.17M Buy
+16,232
New +$2.07M 0.34% 66

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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Synergy Asset Management's IWL Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares Russell Top 200 ETF (IWL) in Q1 2025, closing a stake of 80 shares — an estimated $11.2K sold.

Synergy Asset Management first reported a position in IWL in Q2 2024 and held it in 2 quarters. The position peaked at $2.17M in Q2 2024. 189 funds tracked by Wall St. Rank hold IWL as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares Russell Top 200 ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 80 iShares Russell Top 200 ETF shares in Q1 2025, an estimated $11.2K.
  • Synergy Asset Management first reported a position in iShares Russell Top 200 ETF in Q2 2024 and held it in 2 quarters.
  • Synergy Asset Management's iShares Russell Top 200 ETF position peaked at $2.17M in Q2 2024.
  • 189 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.