Wooster Corthell Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Wooster Corthell Wealth 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 Q2	$1.28M	Buy	8,331 +1,498	+22%	+$211K	0.24%	42
2025 Q1	$939K	Buy	6,833 +912	+15%	+$132K	0.19%	44
2024 Q4	$857K	Sell	5,921 -324	-5%	-$46.9K	0.19%	40
2024 Q3	$877K	Sell	6,245 -319	-5%	-$43.2K	0.19%	40
2024 Q2	$879K	Sell	6,564 -841	-11%	-$107K	0.2%	40
2024 Q1	$941K	Sell	7,405 -586	-7%	-$71K	0.22%	40
2023 Q4	$920K	Sell	7,991 -1,062	-12%	-$115K	0.22%	39
2023 Q3	$936K	Sell	9,053 -3,681	-29%	-$395K	0.25%	38
2023 Q2	$1.36M	Sell	12,734 -1,641	-11%	-$165K	0.35%	28
2023 Q1	$1.4M	Buy	14,375 +28	+0.2%	+$2.63K	0.37%	27
2022 Q4	$1.29M	Buy	14,347 +5,663	+65%	+$514K	0.37%	27
2022 Q3	$737K	Buy	8,684 +1,677	+24%	+$159K	0.22%	37
2022 Q2	$629K	Buy	+7,007	New	+$682K	0.18%	38

Other funds holding IWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Wooster Corthell Wealth Management's IWL Position: Q2 2025 in Review

Wooster Corthell Wealth Management increased its iShares Russell Top 200 ETF (IWL) stake by 22% in Q2 2025, buying an estimated $211K and bringing the position to 8,331 shares worth $1.28M. The position accounts for 0.24% of the portfolio, ranked #42.

Wooster Corthell Wealth Management first reported a position in IWL in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.4M in Q1 2023. 200 funds tracked by Wall St. Rank hold IWL as of Q2 2025.

Wooster Corthell Wealth Management held 8,331 shares of iShares Russell Top 200 ETF worth $1.28M as of Q2 2025.
Wooster Corthell Wealth Management bought 1,498 iShares Russell Top 200 ETF shares in Q2 2025, an estimated $211K.
iShares Russell Top 200 ETF made up 0.24% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #42 holding.
Wooster Corthell Wealth Management first reported a position in iShares Russell Top 200 ETF in Q2 2022 and has held it in 13 quarters since.
Wooster Corthell Wealth Management's iShares Russell Top 200 ETF position peaked at $1.4M in Q1 2023.
200 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.