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

WFA 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
Q3 		$12.6M Sell
90,048
-1,488
-2% -$237K 6.87% 5
2025
Q2 		$12.3M Sell
91,536
-2,282
-2% -$322K 6.93% 5
2025
Q1 		$11.9M Buy
93,818
+8,743
+10% +$1.27M 6.24% 6
2024
Q4 		$12.3M Sell
85,075
-4,973
-6% -$720K 6.66% 5
2024
Q3 		$12.6M Sell
90,048
-1,688
-2% -$229K 6.87% 5
2024
Q2 		$12.3M Sell
91,736
-2,082
-2% -$266K 6.94% 5
2024
Q1 		$11.9M Buy
93,818
+1,224
+1% +$148K 6.23% 6
2023
Q4 		$10.7M Buy
92,594
+7,407
+9% +$801K 5.82% 6
2023
Q3 		$8.81M Buy
85,187
+749
+0.9% +$80.3K 5.22% 6
2023
Q2 		$9M Buy
84,438
+2,036
+2% +$205K 5.34% 6
2023
Q1 		$8.02M Sell
82,402
-995
-1% -$93.6K 4.92% 5
2022
Q4 		$7.5M Sell
83,397
-10,939
-12% -$992K 4.93% 5
2022
Q3 		$8.01M Buy
94,336
+2,291
+2% +$217K 5.71% 6
2022
Q2 		$8.27M Sell
92,045
-8,580
-9% -$835K 5.79% 6
2022
Q1 		$10.9M Sell
100,625
-4,449
-4% -$474K 7.12% 5
2021
Q4 		$12M Buy
+105,074
New +$11.6M 7.81% 5

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
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 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
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

WFA Asset Management's IWL Position: Q3 2025 in Review

WFA Asset Management reduced its iShares Russell Top 200 ETF (IWL) stake by 1.6% in Q3 2025, selling an estimated $237K and leaving 90,048 shares worth $12.6M. The position accounts for 6.87% of the portfolio, ranked #5.

WFA Asset Management first reported a position in IWL in Q4 2021 and has held it in 16 quarters since. 203 funds tracked by Wall St. Rank hold IWL as of Q3 2025.

  • WFA Asset Management held 90,048 shares of iShares Russell Top 200 ETF worth $12.6M as of Q3 2025.
  • WFA Asset Management sold 1,488 iShares Russell Top 200 ETF shares in Q3 2025, an estimated $237K.
  • iShares Russell Top 200 ETF made up 6.87% of WFA Asset Management's portfolio in Q3 2025, its #5 holding.
  • WFA Asset Management first reported a position in iShares Russell Top 200 ETF in Q4 2021 and has held it in 16 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.