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

Truvestments Capital’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
-369
Closed -$61.3K – 1075
2025
Q3 		$61.3K Hold
369
– – 0.01% 412
2025
Q2 		$56.5K Hold
369
– – 0.01% 384
2025
Q1 		$50.7K Hold
369
– – 0.01% 399
2024
Q4 		$53.4K Hold
369
– – 0.01% 358
2024
Q3 		$51.8K Buy
+369
New +$50K 0.01% 356

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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 $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Truvestments Capital's IWL Position: Q4 2025 in Review

Truvestments Capital sold out of iShares Russell Top 200 ETF (IWL) in Q4 2025, closing a stake of 369 shares — an estimated $61.3K sold.

Truvestments Capital first reported a position in IWL in Q3 2024 and held it in 5 quarters. The position peaked at $61.3K in Q3 2025. 221 funds tracked by Wall St. Rank hold IWL as of Q4 2025.

  • Truvestments Capital reported no remaining iShares Russell Top 200 ETF position as of Q4 2025 after selling out during the quarter.
  • Truvestments Capital sold 369 iShares Russell Top 200 ETF shares in Q4 2025, an estimated $61.3K.
  • Truvestments Capital first reported a position in iShares Russell Top 200 ETF in Q3 2024 and held it in 5 quarters.
  • Truvestments Capital's iShares Russell Top 200 ETF position peaked at $61.3K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2025.

Based on Truvestments Capital's 13F filing for Q4 2025, filed 13 Feb 2026.