Wealthfront Advisers
IWL icon

Wealthfront Advisers’s iShares Russell Top 200 ETF IWL Stock Holding History

Wealthfront Advisers’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 		$3.56M Buy
22,174
+3,033
+16% +$511K 0.01% 494
2025
Q4 		$3.27M Sell
19,141
-168
-0.9% -$28.4K 0.01% 499
2025
Q3 		$3.21M Buy
19,309
+536
+3% +$85.3K 0.01% 489
2025
Q2 		$2.87M Buy
18,773
+1,520
+9% +$214K 0.01% 489
2025
Q1 		$2.37M Sell
17,253
-4,781
-22% -$694K 0.01% 498
2024
Q4 		$3.19M Buy
22,034
+2,733
+14% +$395K 0.01% 420
2024
Q3 		$2.71M Buy
19,301
+7,432
+63% +$1.01M 0.01% 434
2024
Q2 		$1.59M Buy
11,869
+4,239
+56% +$542K 0.01% 534
2024
Q1 		$970K Buy
7,630
+755
+11% +$91.5K ﹤0.01% 623
2023
Q4 		$791K Buy
6,875
+2,027
+42% +$219K ﹤0.01% 629
2023
Q3 		$501K Buy
4,848
+2,016
+71% +$216K ﹤0.01% 686
2023
Q2 		$302K Sell
2,832
-248
-8% -$24.9K ﹤0.01% 758
2023
Q1 		$300K Sell
3,080
-721
-19% -$67.8K ﹤0.01% 750
2022
Q4 		$342K Buy
3,801
+767
+25% +$69.6K ﹤0.01% 699
2022
Q3 		$258K Buy
3,034
+191
+7% +$18.1K ﹤0.01% 716
2022
Q2 		$255K Buy
2,843
+738
+35% +$71.8K ﹤0.01% 716
2022
Q1 		$228K Buy
+2,105
New +$224K ﹤0.01% 744

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