TA
IWL icon

TruWealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

TruWealth Advisors’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 		$233K Hold
1,453
– – 0.01% 163
2025
Q4 		$248K Hold
1,453
– – 0.01% 158
2025
Q3 		$241K Hold
1,453
– – 0.01% 162
2025
Q2 		$222K Buy
+1,453
New +$205K 0.01% 164
2025
Q1 		– Sell
-1,453
Closed -$210K – 166
2024
Q4 		$210K Hold
1,453
– – 0.01% 157
2024
Q3 		$204K Buy
+1,453
New +$197K 0.01% 160

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