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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
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 $1.43B AUM 24.87% 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 $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

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. 225 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.
  • 225 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.