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

Win 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	–	Sell	-11,217	Closed	-$1.91M	–	97
2025 Q4	$1.91M	Sell	11,217 -182	-2%	-$30.7K	0.81%	28
2025 Q3	$1.89M	Buy	+11,399	New	+$1.81M	0.92%	22
2024 Q1	–	Sell	-210,162	Closed	-$24.2M	–	71
2023 Q4	$24.2M	Buy	210,162 +194,237	+1,220%	+$21M	10.97%	2
2023 Q3	$1.65M	Buy	15,925 +12,561	+373%	+$1.35M	0.81%	22
2023 Q2	$295K	Sell	3,364 -25,357	-88%	-$2.55M	0.39%	29
2023 Q1	$2.8M	Buy	+28,721	New	+$2.7M	1.11%	13

Other funds holding IWL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 19.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $220M AUM 15.51% 1-Year Est. Return

Win Advisors's IWL Position: Q1 2026 in Review

Win Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q1 2026, closing a stake of 11,217 shares — an estimated $1.91M sold.

Win Advisors first reported a position in IWL in Q1 2023 and held it in 6 quarters. The position peaked at $24.2M in Q4 2023. 229 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

Win Advisors reported no remaining iShares Russell Top 200 ETF position as of Q1 2026 after selling out during the quarter.
Win Advisors sold 11,217 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $1.91M.
Win Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2023 and held it in 6 quarters.
Win Advisors's iShares Russell Top 200 ETF position peaked at $24.2M in Q4 2023.
229 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.