Wealth Enhancement Advisory Services
IWL icon

Wealth Enhancement Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.64M Sell
10,142
-2,031
-17% -$342K ﹤0.01% 1503
2025
Q4 		$2.1M Sell
12,173
-1,464
-11% -$247K ﹤0.01% 1483
2025
Q3 		$2.27M Sell
13,637
-218
-2% -$34.7K ﹤0.01% 1360
2025
Q2 		$2.15M Sell
13,855
-7,590
-35% -$1.07M ﹤0.01% 1324
2025
Q1 		$2.95M Sell
21,445
-1,561
-7% -$227K 0.01% 1045
2024
Q4 		$3.33M Sell
23,006
-181
-0.8% -$26.2K 0.01% 948
2024
Q3 		$3.26M Buy
23,187
+20,057
+641% +$2.72M 0.01% 864
2024
Q2 		$419K Sell
3,130
-823
-21% -$105K ﹤0.01% 1750
2024
Q1 		$503K Buy
3,953
+496
+14% +$60.1K ﹤0.01% 1584
2023
Q4 		$398K Sell
3,457
-208
-6% -$22.5K ﹤0.01% 1648
2023
Q3 		$379K Buy
+3,665
New +$393K ﹤0.01% 1598

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